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CNBC: Strategist discusses ACT’s raised $47 billion bid for 7-Eleven owner Seven & i
Nicholas Smith, Japan strategist at CLSA, says Seven & i’s restructuring plans may be a case of “too little too late.”
CNBC: Need To See The Scale And Magnitude Of The Fiscal Package In China: Alexander Redman, CLSA
Need to see the scale and magnitude of the fiscal package in China. Any sustained upturn in property prices will be the critical Indicator to track, says Alexander Redman, Chief Equity Strategist, CLSA as he discusses if the China bounce is a structural shift or just another bear market rally.
Bloomberg: Oliver Matthew, Head of Asia Consumer at CLSA, shared his insights into the SoftBank World event,
hosted in Tokyo Japan and SoftBank’s recent position regarding investment in AI companies, including OpenAI.
According to Oliver, SoftBank is on the AI elevator and is now at base level with Masayoshi Son, the Chairman and CEO of SoftBank Group Corp. looking forward at least 15 years to the next AI bet. “He has talked about going from AGI to ASI”. Masayoshi has invested in over 400 companies, expecting them to benefit from various AI advancements.
Bloomberg: Don't miss Laurence's expert analysis on how to capitalize on current trends and prepare for potential market movements.
In a recent interview on Bloomberg, Laurence Balanco, CLSA Technical Analyst from our 31st CITIC CLSA Investors’ Forum, discussed critical levels to watch in US and Chinese stocks, highlighting the potential for a year-end rally despite seasonal volatility.
Bloomberg: Frank Luntz, CEO of FIL, unpacks key voter dynamics ahead of the 2024 Election
Exciting insights from our 31st CITIC CLSA Investors’ Forum speaker, Frank Luntz, CEO of FIL. In his recent Bloomberg interview, Frank highlights the razor-thin margins between candidates in key battleground states like Pennsylvania, Michigan, and Wisconsin. He emphasizes the critical role of undecided voters — especially those living paycheck-to-paycheck — who are looking for concrete solutions to affordability over mere rhetoric. With the pivotal debate approaching, he urges viewers to tune in to see if Trump can temper his persona and if Harris can deliver the detailed plans voters crave.
Bloomberg: Performance over politics: Christopher Thomas discusses the chip industry
In a recent interview on Bloomberg, Christopher Thomas, Chairman of Integrated Insights Ltd. Ltd, shared insights from our 31st CITIC CLSA Investors’ Forum on the evolving US-China chip battle. He highlights that while geopolitical tensions are high, the semiconductor industry thrives on product performance and innovation. Taiwan’s semiconductor share has increased, and both US and Chinese companies remain optimistic about growth, especially in automotive electrification.
Bloomberg: Shaun Cochran, Head of Research at CLSA shared his views on markets
and the global economic outlook in the context of the upcoming CITIC CLSA Investors' Forum 9-12 September.
When asked about the catalyst for markets to take advantage of extremely weak Chinese valuations, Shaun’s cites inflation, as a sign of nominal growth, and sees stimulus as less likely. “What we need to see is the natural process of markets, weak companies recapitalize and stabilize their balance sheets, the pricing becomes more attractive, and that is just going to take time and will not happen quickly.”