Newsroom

Apr 8, 2021 / Hong Kong

Bloomberg: The global chip shortage will persist through 2021, says Sebastian Hou

Sebastian Hou, CLSA’s Head of Technology Research, discusses the main causes of the supply-demand imbalance in the chip industry.

Feb 18, 2021 / Tokyo

CNBC: Japan’s market has ‘a lot of potential’ that’s unappreciated, says Nicholas Smith

As Japan’s Nikkei hits a 30-year high, Nicholas Smith, CLSA’s Japan Strategist, discusses investment opportunities in the market.

Feb 17, 2021 / Hong Kong

Digital Finance: How far will China's regulatory crackdown on fintech and payments go following the suspension of Ant’s IPO? CLSA Head of China Financials Research Hans Fan speaks to Digital Finance’s founder and editor Jame Di Biasio

Feb 16, 2021 / Hong Kong

CNBC: Oliver Matthew, CLSA’s Head of Asia Consumer Research, discusses Softbank’s profit gains as Vision Fund rallies

Feb 2, 2021 / Hong Kong

CNBC: Premium mass is leading Macao’s gaming recovery instead of VIPs, says Jonathan Galligan

Jonathan Galligan, CLSA’s Deputy Head of Research, discusses the drivers of Macao’s gaming recovery and casino operators’ debt levels.

Nov 6, 2020 / Tokyo

CNBC: Toyota is on a path to recovery from the coronavirus pandemic, says Christopher Richter

Christopher Richter, CLSA’s senior analyst, expects the global auto giant to return to pre-pandemic net profit levels in the second half of its fiscal year.

Oct 29, 2020 / Seoul

CNBC: Samsung's smartphone shipments likely to shrink in fourth quarter 2020, says Sanjeev Rana of CLSA

CLSA’s senior analyst Sanjeev Rana expects Samsung to face competition from Apple’s newly-released iPhone 12 series in the fourth quarter of 2020.

Sep 18, 2020 / Tokyo

Bloomberg TV: CLSA's Smith on Japan's New Prime Minister and Market Strategy

Nicholas Smith, CLSA’s strategist, discusses what Yoshihide Suga’s ascension to be Japan’s new Prime Minister means for markets.

Sep 14, 2020 / Hong Kong

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.

Jan 23, 2020 / Hong Kong

Fundamentally a Good Year for Asia Tech, Says CLSA’s Hou

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.