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CNBC: Japan needs a general election ‘reasonably soon,’ says strategist
Nicholas Smith of CLSA discusses the recent earthquake and airline crash in the country, and its economic outlook for 2024.
Bloomberg: Japan Ahead: CLSA on Activism in Japan Market
Nicholas Smith, Japan Strategist at CLSA, discusses how activism among shareholders in Japan will intensify in 2024 and may drive further outperformance.
Bloomberg: CLSA's Leung on Baidu Earnings, China Tech
Elinor Leung, Head of Asia Telecom and Internet Research, discusses the outlook for China’s tech sector as Baidu’s third-quarter sales beats estimates.
CNBC: EV and hybrid sales: Toyota is using ‘the right strategy,’ analyst says
Christopher Richter, senior research analyst at CLSA, says the automaker is using “multiple lanes of attack” and electric vehicles aren’t the “entire story.”
CNBC: Bank of Japan could surprise in its upcoming meeting, strategist says
Nicholas Smith, Japan strategist at CLSA, discusses expectations for the central bank’s Oct. 31 meeting and the bond market.
Bloomberg: Japan’s Yield Curve Control Likely Gone By April: CLSA
Nicholas Smith, Japan strategist at CLSA, discusses the possibility of the Bank of Japan intervening in the currency markets, Japanese government bonds and his outlook for the banking sector.
