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CNBC: The Tokyo Stock Exchange has managed to 'limbo dance under rock-bottom expectations'
Nicholas Smith of CLSA discusses the Tokyo Stock Exchange’s overhaul.
ET NOW: High FX Reserves Will Protect The Indian Economy From War Risk, Indranil Sengupta, CLSA
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.
Bloomberg: CLSA Feng Shui Index: Year of the Tiger
Justin Chan, Hong Kong and China Small & Mid Cap Analyst at CLSA, discusses the firm’s annual Feng Shui Index as the Year of the Water Tiger begins. He speaks with Paul Allen and Shery Ahn on “Bloomberg Daybreak: Asia”.
Bloomberg TV: Valuations are at historical highs in Korea, and many sectors have benefitted from the pandemic due to a high exposure to technology and advanced IT infrastructure, says Paul Choi
Paul Choi, CLSA’s Head of Korea Research, discusses valuations, the vaccine rollout, chip shortage and inflation pressure in Korea.
Bloomberg: The global chip shortage will persist through 2021, says Sebastian Hou
Sebastian Hou, CLSA’s Head of Technology Research, discusses the main causes of the supply-demand imbalance in the chip industry.
CNBC: Japan’s market has ‘a lot of potential’ that’s unappreciated, says Nicholas Smith
As Japan’s Nikkei hits a 30-year high, Nicholas Smith, CLSA’s Japan Strategist, discusses investment opportunities in the market.