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Bloomberg TV: Valuations are at historical highs in Korea, and many sectors have benefitted from the pandemic due to a high exposure to technology and advanced IT infrastructure, says Paul Choi
Paul Choi, CLSA’s Head of Korea Research, discusses valuations, the vaccine rollout, chip shortage and inflation pressure in Korea.
CITICS/CLSA’s investment banking business saw record growth in Q1 revenue
CITICS/CLSA’s investment banking business saw record growth in 2021 Q1 revenue, fueled by a flurry of transactions in the quarter
Bloomberg: The global chip shortage will persist through 2021, says Sebastian Hou
Sebastian Hou, CLSA’s Head of Technology Research, discusses the main causes of the supply-demand imbalance in the chip industry.
CNBC: Japan’s market has ‘a lot of potential’ that’s unappreciated, says Nicholas Smith
As Japan’s Nikkei hits a 30-year high, Nicholas Smith, CLSA’s Japan Strategist, discusses investment opportunities in the market.
CNBC: Premium mass is leading Macao’s gaming recovery instead of VIPs, says Jonathan Galligan
Jonathan Galligan, CLSA’s Deputy Head of Research, discusses the drivers of Macao’s gaming recovery and casino operators’ debt levels.
