Nicholas Smith, CLSA’s strategist, discusses what Yoshihide Suga’s ascension to be Japan’s new Prime Minister means for markets.
CNBC: 5G has entered China’s post-Covid shift to online services ‘at the right time’, says Elinor Leung
CLSA’s Head of Asia Telecom and Internet Research Elinor Leung explains how the coronavirus pandemic has accelerated a migration towards online services in China from e-payments to retail and healthcare.
Speaking on Bloomberg Markets, Sebastian Hou, Regional Head of Technology Research at CLSA, discusses the outlook for the technology market. He expects the semiconductor sector to bounce back by 10% in 2020.
CLSA Chief Strategist Adrian Mowat expects emerging markets to outperform in 2020.
CLSA’s Head of Asia Consumer Research Oliver Matthew appeared live on CNBC to explain why Softbank has become a ‘very attractive’ partner for many people when it comes to investing in disruptive areas such as artificial intelligence.
CLSA’s Japan Strategist Nicholas Smith appeared live on Bloomberg TV to discuss inflation in Japan, the labor market, the manufacturing sector and his outlook for trade.
CLSA’s Head of China Education & HK Consumer research Mariana Kou said that China’s luxury goods sector could experience volatility from the macro environment in the near term, but that its longer term outlook remains “very positive”.
CLSA’s Head of Asia Consumer Research Oliver Matthew appeared live on CNBC to discuss why Softbank Corp is well positioned to deal with competition in the Japanese telecom market.
CLSA‘s senior analyst Sanjeev Rana appeared live on CNBC to discuss why he is optimistic on Samsung Electronics
CLSA’s investment analyst Sebastian Hou discussed the chip sector, the inventory cycle and how the U.S. tax cuts have impacted the sector.