Sebastian Hou, CLSA’s Head of Technology Research, discusses the main causes of the supply-demand imbalance in the chip industry.
As Japan’s Nikkei hits a 30-year high, Nicholas Smith, CLSA’s Japan Strategist, discusses investment opportunities in the market.
Jonathan Galligan, CLSA’s Deputy Head of Research, discusses the drivers of Macao’s gaming recovery and casino operators’ debt levels.
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.
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.
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.