Bloomberg TV: Valuations are at historical highs in Korea, and many sectors have benefitted from the pandemic due to a high exposure to technology and advanced IT infrastructure, says Paul Choi
Paul Choi, CLSA’s Head of Korea Research, discusses valuations, the vaccine rollout, chip shortage and inflation pressure in Korea.
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.