CNBC: Exclusive, CLSA's Laurence Balanco On Global Markets, Nifty Levels & Stocks To Look At, CNBC-TV18
Laurence Balanco, Technical Analyst, CLSA, speaks on his outlook for global markets and Indian stock markets.
Bloomberg: CLSA's Fan on China Financials
Hans Fan, Head of China Financial Research at CLSA, discusses his takeaway from the politburo meeting, the risks of China’s smaller banks, and his outlook for the broader banking sector
CNBC: Second quarter will probably be bottom of earnings for SK Hynix, analyst says
Sanjeev Rana of CLSA says demand for memory chips has been ‘very weak,’ but it expects a gradual recovery in the second half of the year.
Bloomberg: China Economy Likely Grew Around 4% in First Quarter, CLSA Says
“China’s manufacturing still has the ability to supply the world.” Boyang Liu, China economist at CLSA, previews the gross domestic product data scheduled to be released on Tuesday, and discusses the prospects for the world’s second-largest economy.
CNBC: Uniqlo is looking ‘well beyond Asia’ in terms of long-term growth, says investment group
Oliver Matthew of CLSA says the company has a “very competitive business model to do that in the fashion industry.”
Bloomberg: CLSA to Double Southeast Asia Investment Bank Team in Five Years
Xianjie Boey, CLSA’s Head of Investment Banking for Southeast Asia, spoke to Bloomberg during the 19th CITIC CLSA ASEAN Forum. He said he plans to double his headcount in the next five years, seeking to tap into the region’s rapid growth.
BOJ Hitting the End Stop on What it Can Do: CLSA’s Smith
Nicholas Smith, Japan strategist at CLSA, discusses the Bank of Japan policy decision, yield curve control and his outlook for policy under Kazuo Ueda.
CLSA's Noble on Policy Signals From China's NPC Meeting
Lance Noble, Head of China Reality Research at CLSA, says he expects it will take two to three months to get more clarity on how China’s new economic team will act on targets set out during the National People’s Congress.
Bloomberg: Mobius, China’s Recovery Helping EM, Southeast Asia
Mark Mobius, founding partner at Mobius Capital Partners, discusses Federal Reserve policy, his outlook for emerging markets and his investment strategy for the region. He speaks on Bloomberg Television.
CNBC: Analyst discusses ‘the problem with Coupang as a stock’
Seungjoo Ro of CLSA says e-commerce firm Coupang is “priced in as a growth stock, and we are wondering where that growth will come from.”