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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.
Bloomberg: CLSA Hans Fan on Bloomberg
CLSA Head of China Financial Research Hans FAN, CFA today provided an in-depth outlook on Fintech regulation, a potential soft landing for the Chinese property sector, and the trajectory for household balance sheets in a Bloomberg interview that broadly touched on the key drivers for China’s finance sector in 2023.
Bloomberg: CLSA's Liu on Feng Shui Index 2023
Stella Liu, Research Associate at CLSA, discusses CLSA’s latest released Feng Shui Index for 2023. She speaks with David Ingles, Yvonne Man and Rishaad Salamat on “Bloomberg Markets Asia”.
CNA: CLSA Senior Analyst Sanjeev Rana discussed the latest earnings results from Samsung Electronics with Elizabeth Neo at CNA
In his view worsening profitability continues to put pressure on Samsung’s earnings and the company is likely to cut CapEx and production in the coming months.