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Bloomberg: China, International Manufacturers Brace for Trump Tariffs
Companies with international businesses from battery and EV makers to consumer goods brands have been making plans to diversify production in anticipation of potential US tariffs under the incoming Trump administration. Hong Kong-listed shoe and leather goods-maker Stella International’s CFO Andrew Tam and CLSA Research Analyst Chris Gao discuss how manufacturers are preparing for potentially stiffer tariffs.
CNBC: CLSA strategist says he expects Bank of Japan to hike rates in December and twice more in 2025
Nicholas Smith, Japan strategist at CLSA, says Bank of Japan rate hikes would benefit households, corporates and the finance sector.
NDTV Profit: Shaun Cochran Of CLSA Talks Inflation Outlook & Market Recalibration Post-Trump Win
Shaun Cochran, Head of Research at CLSA, discusses the firm’s outlook on inflation following Trump’s win and the recalibration of market expectations. He also explores whether European markets can maintain investor confidence.
ET NOW: India Shines As A Consumption Powerhouse, What Is Driving The Growth? | Aditya Soman
Aditya Soman delves into the remarkable growth of India as a consumption powerhouse. He explores the factors that have been driving this growth and shaping the country’s economic landscape. With a focus on the Indian market, Soman discusses the rise in consumer spending, the emergence of a middle class with higher disposable incomes, and the increasing urbanization that has fueled the demand for various products and services. He also examines the role of government initiatives and policies in promoting consumption-led growth.
CNBC-TV18: India Is The Least Sensitive To A Negative Trade Environment: Alexander Redman Of CLSA
CLSA has reversed its earlier tactical allocation shift from India to China!
ET Now: Private Banks Could Make A Comeback,With HDFC Bank Looking Particularly Interesting:Laurence Balanco
“Believes India’s relative underperformance may continue, possibly extending through Q1 of 2025,” says Laurence Balanco of CLSA
CNBC-TV18: Earnings Slowdown In India In Many Ways Is Self-Inflicted: CLSA
Valuation worries have reduced with this fall, says Vikash Kumar Jain of CLSA.