Mariana Kou, Head of Hong Kong Consumer Research at CLSA says HK is undergoing structural changes in the retail sector.
Three back-to-back disrupted quarters and an advanced festive season should set India up for better earnings growth from Q2 onwards, says CLSA’s Mahesh Nandurkar.
CLSA Head of Consumer, Oliver Matthew says that “recognising the diverse needs that exist (as a result of Ageing Asia) should be a priority. Obviously a very large portion of spending power is with the older demographics. Having strong segmentation there is key to success.”
India’s benchmark Nifty may have conquered the five digit mark this week but markets don’t appear overheated, says CLSA’s Mahesh Nandurkar.
Oliver Matthew, Head of Asia Consumer Research at CLSA, discusses the newly released global tourism report and the trends he’s seeing in Asia.
Hong Kong was still the number one destination for mainland Chinese tourists between 2013 and 2017, CLSA report.
Administrative measures, such as price caps, have slowed the rise in home prices in first and second-tier cities, says Nicole Wong from CLSA.
With China healthcare market volume 5x the US, opportunities abound for top tier pharma firms with genuine understanding of the mainland market
CLSA Strategist Christopher Wood’s contrarian views on the Fed, Bloomberg Quint
CLSA global technical analyst, Laurence Balanco speaks with Economic Times