Newsroom

Jan 23, 2020 / Hong Kong

Fundamentally a Good Year for Asia Tech, Says CLSA’s Hou

Speaking on Bloomberg Markets, Sebastian Hou, Regional Head of Technology Research at CLSA, discusses the outlook for the technology market. He expects the semiconductor sector to bounce back by 10% in 2020.

Jan 15, 2020 / Hong Kong

Strong Yuan Is Bullish Story for EM Stocks, CLSA's Mowat Says

CLSA Chief Strategist Adrian Mowat expects emerging markets to outperform in 2020.

Jun 19, 2019 / Tokyo

CNBC TV: Softbank has become a 'very attractive' investing partner: CLSA

CLSA’s Head of Asia Consumer Research Oliver Matthew appeared live on CNBC to explain why Softbank has become a ‘very attractive’ partner for many people when it comes to investing in disruptive areas such as artificial intelligence.

May 31, 2019 / Tokyo

Bloomberg TV: Main Risks for Japanese Markets Are Outside Japan, Says CLSA’s Smith

CLSA’s Japan Strategist Nicholas Smith appeared live on Bloomberg TV to discuss inflation in Japan, the labor market, the manufacturing sector and his outlook for trade.

May 23, 2019 / Hong Kong

CNBC TV: The US-China trade war's impact on China's luxury goods sector

CLSA’s Head of China Education & HK Consumer research Mariana Kou said that China’s luxury goods sector could experience volatility from the macro environment in the near term, but that its longer term outlook remains “very positive”.

May 10, 2019 / Tokyo

CNBC TV: CLSA: SoftBank Group is a 'futuristic tower of value'

CLSA’s Head of Asia Consumer Research Oliver Matthew appeared live on CNBC to discuss why Softbank Corp is well positioned to deal with competition in the Japanese telecom market.

Apr 30, 2019 / Seoul

CNBC TV: CLSA expects 'sequential improvement' in Samsung earnings

CLSA‘s senior analyst Sanjeev Rana appeared live on CNBC to discuss why he is optimistic on Samsung Electronics

Apr 26, 2019 / Taipei

Bloomberg TV: Chip Inventory Level Not Improving at All, Says CLSA’s Hou

CLSA’s investment analyst Sebastian Hou discussed the chip sector, the inventory cycle and how the U.S. tax cuts have impacted the sector.

Apr 22, 2019 / Taipei

CNBC TV: CLSA: Qualcomm is still the global leader in 5G tech

CLSA’s Investment Analyst Sebastian Hou told CNBC that inventories in the semiconductor sector are still excessive, and its current rally may not last into the second half of 2019.

Mar 22, 2019 / Tokyo

Bloomberg TV: Japan Economy Has About All the Help From the BOJ it Can Handle, Says CLSA’s Smith