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Sep 13, 2022 / Hong Kong

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.

Sep 8, 2022 / Tokyo

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”.

Aug 22, 2022 / Hong Kong

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.

Jul 7, 2022 / Seoul

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.

Jun 21, 2022 / India

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?

Jun 17, 2022 / Tokyo

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.

Jun 7, 2022 / India

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.

May 23, 2022 / Tokyo

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.

May 19, 2022 / Hong Kong

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”.

May 5, 2022 / India

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.

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