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Bloomberg: CLSA's Liu on Year of Dragon Predictions
Stella Liu, Research Associate at CLSA, deciphers what the Feng Shui crystal ball is signaling for markets in the upcoming Year of the Dragon.
CNBC: Samsung is likely to see ‘very strong’ improvement in earnings, analyst says
Sanjeev Rana, head of Korea research at CLSA, discusses the launch of Samsung’s Galaxy S24 smartphones, which come with artificial intelligence functions. He says “we’re quite optimistic on Samsung’s earnings turnaround this year,” adding that it has “significant upside.”
CNBC-TV18: Remain Underweight On Consumption, Have Not Had Staples In Portfolio In The Last 3 Years: CLSA
The Market Call | 2024 will not see a big market rally, says Vikash Kumar Jain, India Strategist, CLSA. He tells Prashant Nair, Surabhi that they remain underweight on consumption. Adds that they have not had staples in portfolio in the last 3 years.
CNBC: Japan needs a general election ‘reasonably soon,’ says strategist
Nicholas Smith of CLSA discusses the recent earthquake and airline crash in the country, and its economic outlook for 2024.
Bloomberg: Japan Ahead: CLSA on Activism in Japan Market
Nicholas Smith, Japan Strategist at CLSA, discusses how activism among shareholders in Japan will intensify in 2024 and may drive further outperformance.
Bloomberg: CLSA's Leung on Baidu Earnings, China Tech
Elinor Leung, Head of Asia Telecom and Internet Research, discusses the outlook for China’s tech sector as Baidu’s third-quarter sales beats estimates.
CNBC: EV and hybrid sales: Toyota is using ‘the right strategy,’ analyst says
Christopher Richter, senior research analyst at CLSA, says the automaker is using “multiple lanes of attack” and electric vehicles aren’t the “entire story.”
CNBC: Bank of Japan could surprise in its upcoming meeting, strategist says
Nicholas Smith, Japan strategist at CLSA, discusses expectations for the central bank’s Oct. 31 meeting and the bond market.
Bloomberg: Japan’s Yield Curve Control Likely Gone By April: CLSA
Nicholas Smith, Japan strategist at CLSA, discusses the possibility of the Bank of Japan intervening in the currency markets, Japanese government bonds and his outlook for the banking sector.
Bloomberg: CLSA's Balanco on US, Asia Markets
CLSA Technical Analyst Laurence Balanco discusses US markets and China’s economic recovery. He speaks with David Ingles and Yvonne Man on “Bloomberg Markets: China Open”.