Newsroom

  • All
    • All
    • 2024
    • 2023
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016

Oct 3, 2024 / Japan

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.

Sep 12, 2024 / Hong Kong

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.

Sep 10, 2024 / Hong Kong

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.

Sep 10, 2024 / Hong Kong

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.

Sep 6, 2024 / Hong Kong

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.”

Aug 2, 2024 / Tokyo

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.”

Jul 18, 2024 / India

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.

Jul 5, 2024 / Seoul

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.”

Jun 14, 2024 / Tokyo

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.

Jun 11, 2024 / India

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.