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Apr 26, 2023 / Asia

CNBC: Second quarter will probably be bottom of earnings for SK Hynix, analyst says

Sanjeev Rana of CLSA says demand for memory chips has been ‘very weak,’ but it expects a gradual recovery in the second half of the year.

Apr 17, 2023 / China

Bloomberg: China Economy Likely Grew Around 4% in First Quarter, CLSA Says

“China’s manufacturing still has the ability to supply the world.” Boyang Liu, China economist at CLSA, previews the gross domestic product data scheduled to be released on Tuesday, and discusses the prospects for the world’s second-largest economy.

Apr 13, 2023 / Tokyo

CNBC: Uniqlo is looking ‘well beyond Asia’ in terms of long-term growth, says investment group

Oliver Matthew of CLSA says the company has a “very competitive business model to do that in the fashion industry.”

Mar 15, 2023 / Southeast Asia

Bloomberg: CLSA to Double Southeast Asia Investment Bank Team in Five Years

Xianjie Boey, CLSA’s Head of Investment Banking for Southeast Asia, spoke to Bloomberg during the 19th CITIC CLSA ASEAN Forum. He said he plans to double his headcount in the next five years, seeking to tap into the region’s rapid growth.

Mar 10, 2023 / Tokyo

BOJ Hitting the End Stop on What it Can Do: CLSA’s Smith

Nicholas Smith, Japan strategist at CLSA, discusses the Bank of Japan policy decision, yield curve control and his outlook for policy under Kazuo Ueda.

Mar 10, 2023 / China

CLSA's Noble on Policy Signals From China's NPC Meeting

Lance Noble, Head of China Reality Research at CLSA, says he expects it will take two to three months to get more clarity on how China’s new economic team will act on targets set out during the National People’s Congress.

Mar 9, 2023 / Southeast Asia

Bloomberg: Mobius, China’s Recovery Helping EM, Southeast Asia

Mark Mobius, founding partner at Mobius Capital Partners, discusses Federal Reserve policy, his outlook for emerging markets and his investment strategy for the region. He speaks on Bloomberg Television.

Mar 1, 2023 / Seoul

CNBC: Analyst discusses ‘the problem with Coupang as a stock’

Seungjoo Ro of CLSA says e-commerce firm Coupang is “priced in as a growth stock, and we are wondering where that growth will come from.”

Feb 14, 2023 / Tokyo

Bloomberg: CLSA's Smith on Ueda as Next BOJ Governor

Nicholas Smith, Japan Strategist at CLSA, says on “Bloomberg Markets Asia” that the financial sector is set to benefit after Kazuo Ueda was formally nominated as the next Bank of Japan governor.

Jan 30, 2023 / Hong Kong

CNBC: Korean and Japanese battery makers are in a better position than Chinese ones, analyst says

Ken Shin of CLSA says the tailwinds that were supporting growth in China’s electric vehicle market are turning into headwinds.