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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.
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.
CNBC: Chinese property could see 'sequential improvement' in 2019: CLSA
Nicole Wong, CLSA’s regional head of property research, appeared live on CNBC TV to discuss the outlook for the Chinese property market in 2019. She says property prices across the country could increase by 4% on average from the previous year.
Bloomberg TV: China Mobile to Lead in 5G Competition, CLSA's Leung Says
Elinor Leung, head of Asia telecom and internet research at CLSA, appeared live on Bloomberg TV discussing the impact of the upcoming roll-out of fifth-generation mobile networks for Chinese telecom companies.
CNBC: CLSA on the 'most favorable outcome' to Thailand's election
Suchart Techaposai, CLSA’s head of research in Thailand, appeared live on CNBC during the 16th CLSA ASEAN forum. He commented that a coalition government backed by Thailand’s military would allow “policy continuity” and possibly an increase in private investments.
CNBC: Thailand needs to see infrastructure projects speed up, analyst says
CLSA’s senior economist Anthony Nafte appeared live on CNBC during the 16th CLSA ASEAN Forum held in March. He commented that infrastructure spending could help boost the economy.
CNBC: China is trying to avoid 'aggressive stimulus': CLSA
During CLSA’s 16th ASEAN forum held in March 2019, our global equity strategist Christopher Wood appeared live on CNBC to discuss the state of China’s economy. He also said it makes “logical sense” for Washington to drop tariffs on Beijing if a deal is reached.
Bloomberg TV: China Mobile to Lead in 5G Competition, CLSA's Leung Says
Elinor Leung, head of Asia telecom and internet research at CLSA, discusses what the upcoming roll-out of fifth-generation mobile networks would mean for Chinese information-technology companies.