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”.
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.
Laurence Balanco of CLSA joins in to track the market technicals for today. Let’s find out if he thinks the uptrend in the markets could continue for the next few months as well or would it stall at some point.
Bloomberg: Sanjeev Rana, CLSA Securities Korea Technology Analyst discusses Samsung's 1Q earnings with Bloomberg News anchors Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia"
Sanjeev provides insights into Samsung’s corporate earnings and the impact of the weaker Korean Won. He discusses Samsung’s relationships with foundry businesses, themes around Tech demand, chip production plus the impact of current lock downs on the share price.
Vikash Kumar Jain, CLSA Investment Analyst interviewed on ET NOW, says sector rotation will be important to watch in India this year. He believes investors will have to navigate rising yields and commodity prices.
Nicholas Smith of CLSA discusses the Tokyo Stock Exchange’s overhaul.
Indranil Sengupta, Economist and Head of Research, CLSA India has reiterated his call that geo-political risk is getting overdone for the Indian economy. Watch as he gives more details on the recent CLSA note.
CNBC: On DIGITAL COMING OF AGE Day of the virtual 18th Annual CITIC CLSA ASEAN Forum, our Senior Economist Anthony Nafte says Indonesia’s commodity-driven economy could do reasonably well, as a disruption of supplies from Russia will lead to China buying more from Indonesia
Anthony Nafte of CLSA says Indonesia’s commodity-driven economy could do “reasonably well” as a disruption of coal supply from Russia would lead to China buying more coal from the Southeast Asian country.
CNBC: IPOs for franchises of South Korea’s Kakao could be delayed, says Seungjoo Ro, Head of ESG Research at CLSA
Seungjoo Ro of CLSA says the IPOs of Kakao franchises may be delayed in light of sentiment among the media, retail investors and regulators, but the business outlook is still “pretty much healthy.”
CNBC: CLSA analyst Christopher Richter says Toyota is cautious of looking “too prosperous” at a time when others are struggling and its fourth quarter will not “go south.”
Toyota is cautious of looking ‘too prosperous’ at a time when others are struggling, says CLSA analyst Christopher Richter.