Asia Business Day Squawk Box Asia


  • Market Analysis

    Nomura's Michael Kurtz warns that the BOJ is struggling with a stronger yen and a 50 b.p. decline in Japan's inflation expectations.

  • Does Trump have a point on trade?

    China's rise as a global manufacturer has reduced U.S. manufacturing employment, explains David Autor, co-author of The China Shock: Learning from Labour Market Adjustment to Large Changes in Trade.

  • Fed unlikely to reverse course of monetary policy

    Battery Park Capital's Bill Smith argues that it makes no sense for a gradual Fed tightening when economic data is not strong.

  • Police clash with protesters at Mong kok on February 9, 2016 in Hong Kong.

    A prominent Hong Kong student activist blames the deteriorated relationship between police and the people of Hong Kong for the Mongkok riots on Monday.

  • What's the deal with bonds? Tuesday, 9 Feb 2016 | 9:07 PM ET
    Navigating Market Volatility

    Geoff Lewis from Manulife Asset Management explains that amid the current volatility, banks don't mind holding onto bonds with negative yield.

  • Expect softer Q1 retail sales: Credit provider Tuesday, 9 Feb 2016 | 9:01 PM ET
    US Retail

    Andrew Tananbaum from Capital Business Credit, says retails sales for Spring/Summer season are flat year-on-year based on U.S. orders to China.

  • Mongkok riots: More than just street food? Tuesday, 9 Feb 2016 | 8:37 PM ET
    Hong Kong protests

    Joseph Cheng founder of Power for Democracy explains what he believes led to the clash between the police and demonstrators earlier this week.

  • 'Stronger yen wasn't in BOJ's playbook' Tuesday, 9 Feb 2016 | 8:29 PM ET
    Japan Markets

    Japan's policymakers might have to revise their goals for Abenomics, says Geoff Lewis, global market strategist at Manulife Asset Management.

  • Dollar/yen to dip below 110 in coming months: CBA Tuesday, 9 Feb 2016 | 7:52 PM ET
    Yen thriving amidst current risk-averse mood

    Japanese yen is surging because it is well-supported by a large current account surplus of nearly 3 percent of GDP, explains Commonwealth Bank of Australia's Elias Haddad.

  • Star Wars drove Disney's Q4 earnings: Analyst Tuesday, 9 Feb 2016 | 6:54 PM ET
    Disney Earnings

    Disney's strong earnings were driven by the Star Wars franchise, but the shares fell on cord-cutting concerns, says Tim Nollen, senior media analyst at Macquarie.

  • Why Clinton can't openly attack Sanders' policies Tuesday, 9 Feb 2016 | 6:50 PM ET
    New Hampshire Primaries 2

    Nolan McCarty, from Princeton University, explains why it is tricky for Hillary Clinton to publicly confront Bernie Sanders about his proposed policies.

  • Winners and losers of New Hampshire polls? Tuesday, 9 Feb 2016 | 6:33 PM ET
    Winners and losers of New Hampshire polls?

    Nolan McCarty, from Princeton University, says it is hard to be certain because New Hampshire polling is "notoriously inaccurate."

  • Short the markets, long gold: Investor Tuesday, 9 Feb 2016 | 6:27 PM ET
    Short equities, long Gold : Merk

    Our strategies are to short the S&P index, go long on gold, trade currencies based on risk sentiment, says Axel Merk of Merk Investments.

  • 'Banks are in a negative feedback loop' Tuesday, 9 Feb 2016 | 6:08 PM ET
    'Banks are no longer allowed to take risks'

    Banks' significant headwinds will only reduce their appetites to extend loans and hurt economic growth, says Axel Merk from Merk Investments.

  • Feng Shui fortunes for the Monkey Year Thursday, 4 Feb 2016 | 8:57 PM ET
    CNY Fengshui PKG

    Feng Shui master Raymond Lo tells CNBC that the Monkey King has 72 transformations, so 2016 will be a year of changes.

  • How much trouble are Japan's trading houses in? Thursday, 4 Feb 2016 | 8:48 PM ET
    Japan's troubled trading houses

    Japan's trading houses' have cut about 12.5 percent of the assets accumulated in the last six and a half years, says Pham Thanh Ha, Japan equity analyst from Jefferies.

  • Deutsche Bank: Supply still weighing on commods Thursday, 4 Feb 2016 | 8:37 PM ET
    Oil slump

    Major commodities such as copper, iron ore and oil still face slowing demand with excess supply, says Michael Spencer from Deutsche Bank.

  • Deutsche Bank on China's capital controls Thursday, 4 Feb 2016 | 8:21 PM ET
    China raises investment limit for Q2 funds

    Deutsche Bank's Michael Spencer explains that China eased rules to bring cash into China but made it harder for money to flow out.

  • How is Delta affected by Zika virus? Thursday, 4 Feb 2016 | 7:54 PM ET
    Zika Virus impact on airlines

    Precautionary measures against the Zika virus will protect employees and customers, says Vinay Dube, senior VP for Asia at Delta Air Lines.

  • 'Sharp is Japan tech's crown jewel' Thursday, 4 Feb 2016 | 7:47 PM ET
    Foxconn Sharp

    Yusuf Azizullah, CEO of Global Board Advisors, explains the politics behind Sharp-Foxconn potential takeover deal.

About Squawk Box Asia

  • Anchored by Bernie Lo from CNBC's Hong Kong studio, Squawk Box, the marquee brand in business news, is where enlightening and engaging conversations about the top stories of the day take place. Get all your news and hear the views of top CEOs, influential asset managers and newsmakers.

Contact Squawk Box Asia

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  • Bernie Lo

    Based at CNBC's Hong Kong studios, Bernie Lo covers core business day programming and anchors Squawk Box Asia.


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