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Oct 5, 2018 / Hong Kong

CNBC: A correction is inevitable in semiconductors: Analyst

Sebastian Hou, an investment analyst at CLSA, said that supply is sufficient, with elevated inventory in the past 12 months, amid weakening demand expected.

Oct 3, 2018 / Tokyo

CNBC TV: Japan’s Nikkei hits 27-year high weak yen

CLSA’s Japan Strategist Nicholas Smith talks about why the Japan market is about corporate profits and has nothing to do with the big macro moves.

Oct 1, 2018 / Tokyo

Bloomberg TV: Corporate Japan Is Doing Very Well, Says CLSA's Smith

Nicholas Smith, Japan Strategist at CLSA, discusses Japan’s Tankan survey for September and what it means for the economy.

Sep 10, 2018 / Hong Kong

CNBC TV: How trade tensions are impacting semiconductors

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.

Sep 10, 2018 / Hong Kong

CNBC TV: 'Central banks are no longer driving market activity'

Over the past year or so, politics have emerged as the principal factor impacting global stocks, notes Christopher Wood, global equity strategist at CLSA.

Sep 10, 2018 / Hong Kong

CNBC TV: What can be expected from Slater and Gordon's class action against?

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.

Sep 10, 2018 / Hong Kong

CNBC TV: Chinese markets haven't yet hit their real bottom, China investment expert says

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.

Sep 10, 2018 / Hong Kong

CNBC TV: US-China trade war worries are 'overdone,' says CLSA CEO

CLSA’s CEO Jonathan Slone said that fears about the U.S.-China trade war are “overdone.”

Sep 10, 2018 / Hong Kong

CNBC TV: It's not 'logical' for the US to hit Japanese automakers with tariffs, CLSA says

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.

Sep 10, 2018 / Hong Kong

CNBC TV: Trump's trade war against China may have a 'perverse reaction,' says CLSA economist

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.

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