Inventory levels are rising across supply chains while memory chip prices are also on the decline, according to Sebastian Hou, an investment analyst at CLSA.
Over the past year or so, politics have emerged as the principal factor impacting global stocks, notes Christopher Wood, global equity strategist at CLSA.
Slater and Gordon’s class action against major Australian banks makes for good headlines, but the financial implications will likely not be great, according to Brian Johnson, Australia banking analyst at CLSA.
The “real fundamental bottom” for the Chinese markets will likely come in October or November, said Alexious Lee, head of China capital access at CLSA.
CLSA’s CEO Jonathan Slone said that fears about the U.S.-China trade war are “overdone.”
Japan doesn’t impose any duties on its car imports, so “it isn’t logical” for the U.S. to hit Japanese automakers with tariffs, said Nicholas Smith, CLSA’s Japan strategist.
The growing U.S.-China trade war may well push the world’s second-largest economy to work toward winning even more global clout, according to Eric Fishwick, head of economic research at CLSA.
Elinor Leung, CLSA’s head of Asia telecom and internet research, discussed the sector’s earnings season on Bloomberg TV.
CLSA’s Head of Asia Consumer Research Oliver Matthew says the company is “very positive” on SoftBank’s Vision Fund.
Nicholas Smith, CLSA’s Japan strategist, weighs in on the Bank of Japan’s decision to keep the 10-year government bond yield to around zero percent.