Corporate Finance Cash Flow


  • Time to overweight technology stocks? Tuesday, 11 Mar 2014 | 10:23 PM ET
    Overwieght on technology: Pro

    Mark Konyn, CEO of Cathay Conning Asset Management, says the technology sector may receive a leg up from China's reforms and advancements in emerging markets which could lead to increased capex spending.

  • Why taper is here to stay Monday, 10 Mar 2014 | 10:54 PM ET
    The FED's taper is here to stay: Pro

    Jeremy Hill, Principal & Chief Market Strategist at Affinity Investment Advisors, explains why he think there is no reason for the Fed to pause tapering.

  • China taking baby steps on reforms: Citi Monday, 10 Mar 2014 | 10:14 PM ET
    Yuan: Taking baby steps

    Mohammed Apabhai, Head of Asia Pacific Trading Strategies at Citi, says China wants to make small, rather than drastic changes, to its policies.

  • India's vulnerability will persist: HDFC Wednesday, 12 Feb 2014 | 10:42 PM ET
    India's vulnerability will persist although short-term fixes are in place. - HDFC

    Dipen Sheth, Head of Institutional Research at HDFC Securities, discusses India's outlook after January consumer price inflation slows to its lowest level in two years.

  • How to trade China's GDP data Sunday, 19 Jan 2014 | 10:10 PM ET
    China's GDP play

    Ben Collett, Head of Asian Equities at Sunrise Brokers, explains why he doesn't mind taking the 3-4% losses while buying into any weakness in China.

  • China GDP beats estimates, but markets don't care Sunday, 19 Jan 2014 | 9:02 PM ET
    China GDP beats estimates, but markets don't care

    Investors in Asia seemed to shrug off China's stronger-than-expected growth domestic product data. CNBC's Eunice Yoon describes some of the headwinds that may be weighing on sentiment.

  • Sony and Disney's Movie Businesses Thursday, 16 Jan 2014 | 10:21 PM ET
    Sony and Disney's Movie Businesses

    Atul Goyal, Senior Analyst at Jefferies, compares two of the biggest companies in movie industry, and explains why Disney is faring better in United States.

  • Your forex guide for Thursday Wednesday, 15 Jan 2014 | 9:41 PM ET
    Forex market is now very sensitive to U.S. yield. - Analyst

    Nick Verdi, Director, FX Strategy Asia Pacific ex-Japan at Barclays, explains why he still likes being short on the Aussie, and explains why Asian currencies are very sensitive to U.S. treasury yields.

  • Japan's Fast Retailing Wednesday, 27 Nov 2013 | 10:33 PM ET
    Japan's Fast Retailing

    Mikihiko Yamato, Deputy Head of Research at Ji Asia, talks about Fast Retailing's recent expansion into U.S. markets, and explains why they will enjoy this adventure.

  • Why protests won't affect Thai investment Monday, 25 Nov 2013 | 9:24 PM ET
    Why protests won't affect Thai investment

    Aadil Ebrahim, Managing Director at Bowen Asia says investors have usually priced in political volatility when investing in Thailand.

  • Selectivity is the watchword: Pro Wednesday, 20 Nov 2013 | 10:05 PM ET
    Selectivity is the watchword. - Pro

    David Dietze, President & Chief Investment Strategist at Point View Wealth Management, says even though interest rates are still low, it's safer to say cautious and selective in the stock market.

  • The No-Taper Trade in FX Thursday, 19 Sep 2013 | 10:41 PM ET
    The No-Taper Trade in FX

    Khoon Goh, Senior FX Strategist at ANZ, says risk seeking and the search for yield trades will come back with no taper and little clarity from the Fed.

  • Indonesia's rate hike best for the medium term Friday, 13 Sep 2013 | 4:08 AM ET

    Despite the lackluster reaction in Indonesia's currency and stock market, the Indonesian central bank's surprise interest rate hike was the right move.

  • Challenges & Opportunities of investing in ASEAN markets

    Hozefa Topiwalla, Equity Strategist at Morgan Stanley Asean, says domestic growth is the key concern for countries like Indonesia due to rising cost of capitals and FED's tapering.

  • How economic data underpin currency gains Thursday, 15 Aug 2013 | 10:42 PM ET
    It's a data driven forex market.

    Khoon Goh, Senior FX Strategist at ANZ, says data drives forex market at the end of the day, and countries with better data will see their currency appreciate.

  • Rupiah reflects Indoneisa's problem: Pro Wednesday, 14 Aug 2013 | 11:34 PM ET
    Rupiah reflects Indoneisa's problem: Pro

    Rajiv Biswas, Senior Director and Asia-Pacific Chief Economist at IHS Global Insight, talks about Bank Indonesia's policy stance and its fight for recent inflation.

  • The challenges in tech investing Wednesday, 14 Aug 2013 | 11:07 PM ET
    The challenges in tech investing

    Bill Smead, CEO & CIO at Smead Capital Management, explains why he doesn't like tech stocks in general as it is quite hard to guess who will hit the sweet spot in the future.

  • All metals to remain soft: Pro Thursday, 8 Aug 2013 | 11:48 PM ET
    All metals to remain soft: Pro

    Jay Richards, Investment Manager at GTL Capital Management, talks about the broad picture of metals in commodity space. He also suggests that consumers are shifting to natural gas in alternative energy sector.

  • Will DBS, Danamon deal collapse curb Indonesia M&A? Thursday, 1 Aug 2013 | 3:22 AM ET

    A decision by Southeast Asia's biggest bank to quit a year-long pursuit of Indonesia's Bank Danamon could deter other foreign banks from the banking sector.

  • The trade that has plenty of ‘juice’ in it Thursday, 25 Jul 2013 | 2:09 AM ET

    Strategists say that the New Zealand dollar it is the one to watch amid talk that the country could be the first in the developed world to tighten monetary policy.