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Bloomberg: CLSA's Rana on Samsung Earnings
Sanjeev Rana, Korea technology analyst at CLSA Securities, discusses his outlook for Samsung’s third-quarter earnings and performance ahead.
CNBC: Analyst says Kakao has ‘poor risk management’
Seungjoo Ro of CLSA discusses the problems faced by South Korean messaging app Kakao after a data center outage that happened over the weekend.
ETNOW: India is Relatively A Safe Haven | Indranil Sengupta Of CLSA India
Speaking to ET NOW, Indranil Sengupta of CLSA India discusses how he believes that the next two years are going to be rough for global markets, and how there could be a combined recession in US & Europe. However, he considers India is relatively a safe haven, given that RBI has strong forex reserves, but he also expects a certain global economic impact on Indian markets.
CNBC: The U.S. dollar is unlikely to have peaked, says analyst
Shaun Cochran of CLSA says markets are about to face period of macro slowdown and tightening of earnings, among other things, and adds that a peaking process has probably begun.
Bloomberg: CLSA's Smith on Japan Markets, Yen
Nicholas Smith, Japan Strategist at CLSA, discusses his outlook for Japan as the yen slumps to a level that leaves it on track for its worst year on record. He speaks with Shery Ahn and Paul Allen on “Bloomberg Daybreak: Asia”.
Bloomberg: CLSA's Cochran on Chinese Equities, Central Bank Policy
CLSA Group Head of Research Shaun Cochran discusses the investment group’s view on Chinese equities ahead of a massive week of results from some of the country’s biggest companies. Shaun also discusses the much-anticipated meeting in Jackson Hole. He speaks in “Bloomberg Daybreak: Asia” with Haidi Stroud-Watts and Shery Ahn.