Newsroom
Global media organisations regularly seek the views of CLSA’s analysts, economists and strategists.
Bloomberg: Earlier this week on Bloomberg TV, Xiao Feng, hashtag#CLSA Co-Head of China Industrial Research, shared insights on the challenges and opportunities for Chinese automakers amid likely trade tensions under Trump administration.
In Xiao Feng’s view, the stimulus policy in China will be the biggest X factor in 2025. He sees a shift of policy focus from the production side to the consumption side, which he believes will have a much greater impact throughout the year.
Bloomberg: China, International Manufacturers Brace for Trump Tariffs
Companies with international businesses from battery and EV makers to consumer goods brands have been making plans to diversify production in anticipation of potential US tariffs under the incoming Trump administration. Hong Kong-listed shoe and leather goods-maker Stella International’s CFO Andrew Tam and CLSA Research Analyst Chris Gao discuss how manufacturers are preparing for potentially stiffer tariffs.
CNBC: CLSA strategist says he expects Bank of Japan to hike rates in December and twice more in 2025
Nicholas Smith, Japan strategist at CLSA, says Bank of Japan rate hikes would benefit households, corporates and the finance sector.
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