-
All
- All
- 2024
- 2023
- 2022
- 2021
- 2020
- 2019
- 2018
- 2017
- 2016
ET Now: Downside Risk To Growth In FY24? Indranil Sengupta, CLSA
A majority of the economists expect a 40-50bps hike in repo rates which will see the repo rate go up to 4.8-4.9% closing in on the near-term 5.15% expectation. Indranil Sengupta, Economist and Head of Research, CLSA shares his expectations on the same.
CNBC: Strategist discusses what to expect from Biden’s visit to Japan
Nicholas Smith of CLSA says it’s unlikely that U.S. President Joe Biden’s visit to Japan will result in any big announcements because Japan won’t take too many risks ahead of the upper house election in July.
Bloomberg: CLSA Elinor Leung on Tencent Earnings
CLSA Managing Director, Asia Telecom & Internet Research Elinor Leung, discusses Tencent earnings and why she still has a buy rating on the stock. Social media giant’s revenue barely grew in the first quarter, hit by a year-long tech crackdown and slowing economy. Leung speaks to David Ingles and Yvonne Man on “Bloomberg Markets: China Open”.
ET Now: Should India Brace For More FII Outflows? Indranil Sengupta, CLSA India
Speaking to ET NOW, Indranil Sengupta, Economist and Head of Research, CLSA India says that another rate hike of 100 bps is expected with the Repo Rate standing out at 5.4% In FY24. Watch the full interview to find out more.
CNBC: Market Technicals With CLSA's Laurence Balanco | Bazaar Morning Call
Laurence Balanco of CLSA joins in to track the market technicals for today. Let’s find out if he thinks the uptrend in the markets could continue for the next few months as well or would it stall at some point.
Bloomberg: Sanjeev Rana, CLSA Securities Korea Technology Analyst discusses Samsung's 1Q earnings with Bloomberg News anchors Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia"
Sanjeev provides insights into Samsung’s corporate earnings and the impact of the weaker Korean Won. He discusses Samsung’s relationships with foundry businesses, themes around Tech demand, chip production plus the impact of current lock downs on the share price.
ET NOW: Will India Maintain Outperformance? Vikash Kumar Jain, CLSA Investment Analyst
Vikash Kumar Jain, CLSA Investment Analyst interviewed on ET NOW, says sector rotation will be important to watch in India this year. He believes investors will have to navigate rising yields and commodity prices.
CNBC: The Tokyo Stock Exchange has managed to 'limbo dance under rock-bottom expectations'
Nicholas Smith of CLSA discusses the Tokyo Stock Exchange’s overhaul.
ET NOW: High FX Reserves Will Protect The Indian Economy From War Risk, Indranil Sengupta, CLSA
Indranil Sengupta, Economist and Head of Research, CLSA India has reiterated his call that geo-political risk is getting overdone for the Indian economy. Watch as he gives more details on the recent CLSA note.
CNBC: On DIGITAL COMING OF AGE Day of the virtual 18th Annual CITIC CLSA ASEAN Forum, our Senior Economist Anthony Nafte says Indonesia’s commodity-driven economy could do reasonably well, as a disruption of supplies from Russia will lead to China buying more from Indonesia
Anthony Nafte of CLSA says Indonesia’s commodity-driven economy could do “reasonably well” as a disruption of coal supply from Russia would lead to China buying more coal from the Southeast Asian country.