View from the CITIC CLSA Investment Summit

Stefan Angrick, Head of Japan and Frontier markets Economics, at Moody’s Analytics gives his views on the recent resignation of the Japanese PM Shigeru Ishiba.

Andrew Sullivan, Founder, Asian Market Sense and Tim Waterer, Chief Market Analyst, KCM Trade talk about progress in the Sino-US trade talks in Spain amid Beijing’s probes on the US semiconductor industry.

Tony Zhang, Head of China Technology Research, CLSA, explains what investors need to know about China’s AI sector.

Andrew Freris, CEO at Ecognosis Advisory and Samuel Faveur, CEO of Mandarin Capital talk about the Fed and US inflation and whether they are pricing in for a 25 or 50 basis point rate cut.

Horace Tse, who is Head of Energy Transition & Sustainability Research at CLSA gives an outlook for growth in the electric battery sector.

Carolyn Wright talks to Weihan Sun, Principal of Research and Consulting for Asia Pacific at TransUnion, about sentiment over potential for earnings growth here.

Ben Emons, Chief Investment Officer/Founder, Fed Watch Advisors as well as Chief Market Strategist at Strategic Fortune Wealth and Vishnu Varathan, Head of Macro Asia-ex-Japan, Fixed Income, Mizuho Securities talk about a possible rate cut of 50 basis ...

Carolyn Wright is joined by Stephanie Leung, CIO of Stashaway, who explains what you need to know about the bond market and yield hunting.

John Terrett, our US markets correspondent talks about the market reaction to Apple’s latest announcement of its new series of products.

Radhika Rao, Senior Economist and Executive Director at DBS Bank Singapore, says it’s important to remember not all of India’s exports to the US will be hit by 50% tariffs when looking at the potential economic impact. She goes onto concerns around the...