Paul Choi, head of Korea research at CLSA discusses the Trump-Kim summit and the implications for South Korean stocks and central bank policy.
Alexious Lee, CLSA’s Head of China Capital Access, comments on money flows following the inclusion of A-Shares in MSCI’s emerging market index in IFR Asia: “What would happen if the regulator allowed China depository receipts (CDRs) and a company like Alibaba, which has a market cap of around US$500bn, were to issue depository receipts that could be traded via the Stock Connect schemes?”
Speaking to TVB Finance, CLSA’s Head of China/HK Healthcare research David Li explains why he is positive on Chinese pharmaceutical stocks.
Nicole Wong of CLSA says “fear” of further price increases in Hong Kong’s property market is driving the purchase of small apartments at high prices.
Nicholas Smith, Strategist, CLSA Securities Japan gave Bryan Curtis and Juliette Saly his analysis of today’s Japanese GDP data. He goes on to consider whether the BOJ will ever be able to exit QE and finally takes a look at global trade, seeing a positive outlook.
Elinor Leung, head of Asia telecom and internet research at CLSA, discusses what to expect from Tencent’s earnings. She speaks on “Bloomberg Markets: Asia.”
Nicholas Smith of CLSA says earnings in Japan managed to beat analysts’ consensus by approximately 0.7 percent despite the yen’s recent strengthening.
Alexious Lee of CLSA says investors will have to observe how reforms in China’s equity space will play out in the next one to two months.
Stephen Barker of CLSA said the Shire board’s recommendation on the Takeda takeover offer means the deal will likely be completed.
CLSA Regional Head of Property Research Nicole Wong weighs in on China’s March home prices and discusses her outlook on China Property market.