CLSA’s Head of Equity-linked Products Nathan McMurtray is quoted extensively in Asiamoney on the booming market for Asia convertible bonds this year.
Alexious Lee, CLSA’s head of China capital access, is extensively quoted in an Infrastructure Investor article on the Belt and Road initiative following an interview with the magazine’s Asia reporter a few weeks ago.
Paul Choi, head of Korea research at CLSA discusses the Trump-Kim summit and the implications for South Korean stocks and central bank policy.
Alexious Lee, CLSA’s Head of China Capital Access, comments on money flows following the inclusion of A-Shares in MSCI’s emerging market index in IFR Asia: “What would happen if the regulator allowed China depository receipts (CDRs) and a company like Alibaba, which has a market cap of around US$500bn, were to issue depository receipts that could be traded via the Stock Connect schemes?”
Speaking to TVB Finance, CLSA’s Head of China/HK Healthcare research David Li explains why he is positive on Chinese pharmaceutical stocks.
Nicole Wong of CLSA says “fear” of further price increases in Hong Kong’s property market is driving the purchase of small apartments at high prices.
Nicholas Smith, Strategist, CLSA Securities Japan gave Bryan Curtis and Juliette Saly his analysis of today’s Japanese GDP data. He goes on to consider whether the BOJ will ever be able to exit QE and finally takes a look at global trade, seeing a positive outlook.
Elinor Leung, head of Asia telecom and internet research at CLSA, discusses what to expect from Tencent’s earnings. She speaks on “Bloomberg Markets: Asia.”
Nicholas Smith of CLSA says earnings in Japan managed to beat analysts’ consensus by approximately 0.7 percent despite the yen’s recent strengthening.
Alexious Lee of CLSA says investors will have to observe how reforms in China’s equity space will play out in the next one to two months.