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Bloomberg: Oliver Matthew, Head of Asia Consumer at CLSA, shared his insights into the SoftBank World event,
hosted in Tokyo Japan and SoftBank’s recent position regarding investment in AI companies, including OpenAI.
According to Oliver, SoftBank is on the AI elevator and is now at base level with Masayoshi Son, the Chairman and CEO of SoftBank Group Corp. looking forward at least 15 years to the next AI bet. “He has talked about going from AGI to ASI”. Masayoshi has invested in over 400 companies, expecting them to benefit from various AI advancements.
Bloomberg: Don't miss Laurence's expert analysis on how to capitalize on current trends and prepare for potential market movements.
In a recent interview on Bloomberg, Laurence Balanco, CLSA Technical Analyst from our 31st CITIC CLSA Investors’ Forum, discussed critical levels to watch in US and Chinese stocks, highlighting the potential for a year-end rally despite seasonal volatility.
Bloomberg: Frank Luntz, CEO of FIL, unpacks key voter dynamics ahead of the 2024 Election
Exciting insights from our 31st CITIC CLSA Investors’ Forum speaker, Frank Luntz, CEO of FIL. In his recent Bloomberg interview, Frank highlights the razor-thin margins between candidates in key battleground states like Pennsylvania, Michigan, and Wisconsin. He emphasizes the critical role of undecided voters — especially those living paycheck-to-paycheck — who are looking for concrete solutions to affordability over mere rhetoric. With the pivotal debate approaching, he urges viewers to tune in to see if Trump can temper his persona and if Harris can deliver the detailed plans voters crave.
Bloomberg: Performance over politics: Christopher Thomas discusses the chip industry
In a recent interview on Bloomberg, Christopher Thomas, Chairman of Integrated Insights Ltd. Ltd, shared insights from our 31st CITIC CLSA Investors’ Forum on the evolving US-China chip battle. He highlights that while geopolitical tensions are high, the semiconductor industry thrives on product performance and innovation. Taiwan’s semiconductor share has increased, and both US and Chinese companies remain optimistic about growth, especially in automotive electrification.
Bloomberg: Shaun Cochran, Head of Research at CLSA shared his views on markets
and the global economic outlook in the context of the upcoming CITIC CLSA Investors' Forum 9-12 September.
When asked about the catalyst for markets to take advantage of extremely weak Chinese valuations, Shaun’s cites inflation, as a sign of nominal growth, and sees stimulus as less likely. “What we need to see is the natural process of markets, weak companies recapitalize and stabilize their balance sheets, the pricing becomes more attractive, and that is just going to take time and will not happen quickly.”
Bloomberg: Bank of Japan Rate Hike Is a 'Positive Story,' CLSA's Smith Says
CLSA’s Nicholas Smith discusses the selloff in Japanese stocks following the rate hike announcement by the nation’s central bank. Smith tells Bloomberg Television that the BOJ’s policy decision is a “positive story” as it means the Asian economy is “coming out of that long, dark tunnel that Japan’s been in for decades.”
CNBC-TV18: Gold, S&P Equalweight Index, & Asia-Pac Banking Index Have Broken Out On The Upside: CLSA
Market Masters | ‘Gold, S&P equal weight index, & Asia-Pac banking index has broken out on the upside,’ says Laurence Balanco of CLSA. He adds that Nifty uptrend still intact and IT & FMCG stocks offering good trades, but not yet signalling ‘market leadership’ positioning.
Bloomberg: Samsung Electronics Earnings, Shares to Do Well in Coming Quarters: CLSA
Sanjeev Rana, head of Korea research at CLSA, discusses the prospects for Samsung Electronics Co. as the world’s largest maker of memory chips and smartphones posted its fastest pace of profit growth in years, Rana speaks on “Bloomberg: The Asia Trade.”
CNBC: BOJ likely to raise rates next month, strategist says
Nicholas Smith of CLSA discusses the likely outcome of the Bank of Japan’s policy meeting.
CNBC-TV18: Election-Related Volatility Hasn’t Violated Longer Term Prospects For The Indian Market: CLSA
Market Masters | Election-related volatility hasn’t violated longer term prospects for the Indian market, says Laurence Balanco of CLSA. He tells Prashant Nair, Surabhi Upadhyay and Nigel D’Souza that he expects Nifty to climb to 30,000-37,000 by the end of the decade. PSUs are still the space to be in, he adds.