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Feb 8, 2024 / Tokyo

CNBC: SoftBank’s Arm success is almost like a ‘white swan’ event, CLSA says

Oliver Matthew of CLSA discusses the surge in chip designer Arm’s shares and the positive impact that its initial public offering success has had on SoftBank.

Feb 5, 2024 / India

CNBC TV18: Have An Upside Target Of ₹3,400-3,500/Share For Reliance Industries

We are looking at short-term volatility and a correction is expected in the market, says Laurence Balanco of CLSA. He tells Prashant Nair, Sonia Shenoy and Nigel D’Souza that they have an upside target of Rs 3,400-3,500/share for Reliance Industries.

Feb 2, 2024 / Hong Kong

Bloomberg: CLSA's Liu on Year of Dragon Predictions

Stella Liu, Research Associate at CLSA, deciphers what the Feng Shui crystal ball is signaling for markets in the upcoming Year of the Dragon.

Jan 17, 2024 / Seoul

CNBC: Samsung is likely to see ‘very strong’ improvement in earnings, analyst says

Sanjeev Rana, head of Korea research at CLSA, discusses the launch of Samsung’s Galaxy S24 smartphones, which come with artificial intelligence functions. He says “we’re quite optimistic on Samsung’s earnings turnaround this year,” adding that it has “significant upside.”

Jan 11, 2024 / India

CNBC-TV18: Remain Underweight On Consumption, Have Not Had Staples In Portfolio In The Last 3 Years: CLSA

The Market Call | 2024 will not see a big market rally, says Vikash Kumar Jain, India Strategist, CLSA. He tells Prashant Nair, Surabhi that they remain underweight on consumption. Adds that they have not had staples in portfolio in the last 3 years.

Jan 4, 2024 / Tokyo

CNBC: Japan needs a general election ‘reasonably soon,’ says strategist

Nicholas Smith of CLSA discusses the recent earthquake and airline crash in the country, and its economic outlook for 2024.

Nov 27, 2023 / Japan

Bloomberg: Japan Ahead: CLSA on Activism in Japan Market

Nicholas Smith, Japan Strategist at CLSA, discusses how activism among shareholders in Japan will intensify in 2024 and may drive further outperformance.

Nov 22, 2023 / Hong Kong

Bloomberg: CLSA's Leung on Baidu Earnings, China Tech

Elinor Leung, Head of Asia Telecom and Internet Research, discusses the outlook for China’s tech sector as Baidu’s third-quarter sales beats estimates.

Nov 1, 2023 / Japan

CNBC: EV and hybrid sales: Toyota is using ‘the right strategy,’ analyst says

Christopher Richter, senior research analyst at CLSA, says the automaker is using “multiple lanes of attack” and electric vehicles aren’t the “entire story.”

Oct 20, 2023 / Japan

CNBC: Bank of Japan could surprise in its upcoming meeting, strategist says

Nicholas Smith, Japan strategist at CLSA, discusses expectations for the central bank’s Oct. 31 meeting and the bond market.

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