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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.”
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.
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.
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.
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.
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.”
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.
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.
CNBC: CLSA’s top picks for the Lunar Year of the Rabbit
CLSA’s annual Feng Shui Index predicts Hong Kong’s Hang Seng Index will have a strong start to the Year of the Rabbit, but it won’t all be smooth sailing, says research associate Justin Chan.
CNBC: Iron ore prices could rise in the short term, analyst says
Robert Stein of CLSA says optimism on China’s reopening may push headline iron ore prices higher in the short term.