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CNBC: The U.S. dollar is unlikely to have peaked, says analyst
Shaun Cochran of CLSA says markets are about to face period of macro slowdown and tightening of earnings, among other things, and adds that a peaking process has probably begun.
Bloomberg: CLSA's Smith on Japan Markets, Yen
Nicholas Smith, Japan Strategist at CLSA, discusses his outlook for Japan as the yen slumps to a level that leaves it on track for its worst year on record. He speaks with Shery Ahn and Paul Allen on “Bloomberg Daybreak: Asia”.
Bloomberg: CLSA's Cochran on Chinese Equities, Central Bank Policy
CLSA Group Head of Research Shaun Cochran discusses the investment group’s view on Chinese equities ahead of a massive week of results from some of the country’s biggest companies. Shaun also discusses the much-anticipated meeting in Jackson Hole. He speaks in “Bloomberg Daybreak: Asia” with Haidi Stroud-Watts and Shery Ahn.
Bloomberg: Samsung Profit Misses Estimates as Inflation Saps Consumer Demand
Sanjeev Rana, Korea technology analyst at CLSA Securities, discusses the prospects for Samsung Electronics Co., which reported its slowest profit growth in more than two years. Rising materials costs and lukewarm consumer demand squeezed margins at South Korea’s biggest company.
ET Now: Markets valuations will become attractive for foreigners | Vikash Kumar Jain, CLSA
Vikash Jain stated that valuations are 5% of historical average levels, and that inflation in India has peaked. He also added, “Adding DLF to India focus portfolio- Like real estate cycle. Trend of falling prices is not very strong any more”. Speaking about sectors, Jain stated that one should stay away from consumption stocks with expensive valuations, and he personally prefers banks. What is in store for India? Are financials set for a reversal?
Bloomberg: No Reason for Kuroda to Change Policies: CLSA’s Smith
Nicholas Smith, Japan strategist at CLSA, discusses the Bank of Japan’s decision to keep rates on hold and its impact on the yen and the economy. The BOJ kept its policy settings for yield curve control and asset purchases, in line with the forecasts of almost all surveyed economists. Smith speaks on Bloomberg Television.
ET Now: Downside Risk To Growth In FY24? Indranil Sengupta, CLSA
A majority of the economists expect a 40-50bps hike in repo rates which will see the repo rate go up to 4.8-4.9% closing in on the near-term 5.15% expectation. Indranil Sengupta, Economist and Head of Research, CLSA shares his expectations on the same.
CNBC: Strategist discusses what to expect from Biden’s visit to Japan
Nicholas Smith of CLSA says it’s unlikely that U.S. President Joe Biden’s visit to Japan will result in any big announcements because Japan won’t take too many risks ahead of the upper house election in July.
Bloomberg: CLSA Elinor Leung on Tencent Earnings
CLSA Managing Director, Asia Telecom & Internet Research Elinor Leung, discusses Tencent earnings and why she still has a buy rating on the stock. Social media giant’s revenue barely grew in the first quarter, hit by a year-long tech crackdown and slowing economy. Leung speaks to David Ingles and Yvonne Man on “Bloomberg Markets: China Open”.
ET Now: Should India Brace For More FII Outflows? Indranil Sengupta, CLSA India
Speaking to ET NOW, Indranil Sengupta, Economist and Head of Research, CLSA India says that another rate hike of 100 bps is expected with the Repo Rate standing out at 5.4% In FY24. Watch the full interview to find out more.