Asia Business Day Squawk Box Asia


  • It's all about that dollar next year: Julius Baer

    Mark Matthews, head of research Asia at Bank Julius Baer, says he does not expect the dollar to have further upside based on how it performed after past Fed hikes, which is a positive for Asia.

  • Firms need to change cybersecurity mindsets: Expert

    Firms need to stop thinking just about cyberattack deterrence, and focus on detecting breaches early and often, says Hitesh Sheth, CEO of Vectra Networks.

  • 'Cable companies have built moats surrounding their business'

    MIchael Wolf, MD and co-founder of Activate, argues that most of the TV networks that Americans watch such as ESPN are only available on cable or satellite.

  • Is a China recovery likely next year?

    There are signs of improvement in Chinese data as recent rate cuts and infrastructure spending take effect but the recovery will be gradual, cautions Kerry Craig, global market strategist at JPMorgan Asset Management.

  • 'Continual' is the buzzword for 2016: JPMorgan

    Kerry Craig, global market strategist at JPMorgan Asset Management, outlines some of the outlook themes for next year, which are mostly a protraction of 2015 themes.

  • This is a key challenge for the high-yield market

    Mark Todd, director of fixed income at National Australia Bank, says one of the challenges in the high-yield market is the lack of consistency between investment structures and the ultimate goal.

  • Disney is a fantastic buying opportunity: Investor

    'Star Wars: The Force Awakens' is to Disney what the 'Hunger Games' franchise was for Lionsgate, explains David Miller, MD at Topeka Capital Markets.

  • Interest will swing away from US markets: Strategist

    Valuations in the U.S. markets are now too high, and this will drive investors into European or emerging market equities next year, says Robert Pavlik, chief market strategist at Boston Private Wealth.

  • IDC: Here are the tech trends to watch in 2016

    Bryan Ma, VP of client devices research at IDC, highlights augmented, virtual reality and artificial intelligence as spaces that are receiving a lot of investment from tech giants.

  • China markets in need of big news: BoCom

    Hao Hong, MD of research and chief strategist at Bank of Communications International, says it will take exceptional news to move Chinese markets which are flat to down.

  • China faces a triple-bubble threat: Investor

    Pu Yonghao, partner and CIO at Fountainhead Partners, says China faces three big bubbles in the stock market, currency markets and real estate markets.

  • Why can't Fed manage markets right?

    The global economy is in a complicated shape, with some signs pointing to a recession and others indicating a recovery, notes Pu Yonghao, partner and CIO at Fountainhead Partners.

  • The most searched travel destination in APAC?

    Macau has made a comeback as a holiday destination as it is no longer seen as a casino hub, says Abhiram Chowdhry, Asia Pacific VP of

  • Aberdeen: US showing signs of late credit cycles

    Firms had taken advantage of the U.S. accomodative monetary policy and raised leverage to record levels, warns Gareth Nicholson, Asian credit portfolio manager at Aberdeen Asset Management.

  • This large investor is excited about latest China market reform

    MIchael Falcon, APAC CEO at JPMorgan Asset Management, discusses news of Hong Kong-China mutual fund recognition scheme, which offers more options for Chinese investors.

  • Here's why forming a new government in Spain will be hard

    Andrew Naylor, executive director of Cicero Group, explains that Spain's ruling People's Party, which had implemented austerity policies, took a beating in Sunday's elections.

  • Why did markets sell-off after Fed hike?

    Nicholas Ferres, investment director of global asset allocation at Eastspring Investments, explains that the impact of Fed tightening is felt because of the binging on easy credit in recent years.

  • Spoiler: CNBC reveals its latest Jedi knight

    CNBC's Bernie Lo shows how much he enjoys Star Wars role-playing and mimicking Chewbacca.

  • Ronaldo: Soccer star and hotelier

    Real Madrid star Cristiano Ronaldo is expanding his brand empire after announcing a more than $40 million investment into boutique hotels.

  • Star Wars beat estimates even before release: Fandango

    The unrivaled hype, frenzy and fans surrounding "Star Wars: The Force Awakens" helped the film beat estimates even before its release, said Kristian Harloff, correspondent at Fandango.

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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