Squawk Box Asia


  • Mark Matthews, Head of Research Asia at Bank Julius Baer expects dollar/yen to hit 105 by the end of 2013, which will push estimates on EPS growth up by 15-18%. He expects to make 20% returns in Japan over the next 12 months.

  • Steven Saywell, Global Head of FX Strategy at BNP Paribas highlights the key obstacles standing in the way of implementing reforms in Japan.

  • Shinzo Abe's biggest hurdle: His own party     Sunday, 21 Jul 2013 | 7:40 PM ET

    Izumi Devalier, Japan Economist at HSBC thinks Shinzo Abe is in a good position to push forward reforms but explains that the biggest hurdle he will have is reining in his own party.

  • All systems go for Abe: Pro     Sunday, 21 Jul 2013 | 7:04 PM ET

    Jesper Koll, MD & Head of Japanese Equity Research of JPMorgan Securities Japan, says Japanese prime minister Shinzo Abe's focus on economic reform agenda is now right on track.

  • Understanding China's data     Sunday, 21 Jul 2013 | 6:52 PM ET

    Tony Nash, Managing Director of IHS points out the stark differences in China's export data over the last few months. He says the administration in Beijing has been trying to recaliberate and understand the real numbers.

  • Bernanke doesn’t understand gold, should we? Friday, 19 Jul 2013 | 12:44 AM ET

    When Ben Bernanke told Congress that he “doesn’t pretend to understand gold prices,” gold experts weigh in with some explanations for what could drive the price of the precious metal.

  • KrisEnergy eyes growth through SGX listing     Thursday, 18 Jul 2013 | 8:22 PM ET

    Richard Lorentz, Founding Director of KrisEnergy, discusses how the company plans to use the money it raised in its Singapore IPO.

  • The US economy isn't doing so bad: Pro     Thursday, 18 Jul 2013 | 7:10 PM ET

    Richard Harris, CEO of Port Shelter Investment Management thinks that Fed tapering will happen towards the end of the year and that markets will eventually come round to the fact that the picture in the U.S. is quite positive.

  • Keppel: Costs of doing business in Singapore     Thursday, 18 Jul 2013 | 6:42 PM ET

    The CEO of one of the world's top offshore rig-makers, Singapore's Keppel Corp, will be stepping down at the end of this year. In one of his final interviews as CEO, Choo Chiau Beng describes the challenges for the rest of the year.

  • Pimco's Bill Gross has a post-Bernanke trade for you Wednesday, 17 Jul 2013 | 10:33 PM ET

    Chairman Bernanke’s testimony Wednesday drew swift advice from bond guru Bill Gross: buy five to seven-year Treasurys since interest rates are likely to be on hold for some time.

  • Expect more volatility as Fed prepares exit: Pro     Wednesday, 17 Jul 2013 | 7:12 PM ET

    Kumar Palghat, Managing Director at Kapstream Capital explains why it's best to stay in equities instead of bonds as the U.S. central bank prepares markets for a tapering of stimulus.

  • IMF: Further reforms for China are critical     Wednesday, 17 Jul 2013 | 6:34 PM ET

    Markus Rodlauer, Mission Chief for China, Asia and Pacific Department at the IMF discusses the the organization's latest report on China and stresses the need to rebalance growth .

  • Like REM, commodity pros ‘feel fine’ about QE end Wednesday, 17 Jul 2013 | 1:44 AM ET
    Federal Reserve Board Chairman Ben Bernanke.

    June's wash-out in commodity markets – sparked by fears of that the Federal Reserve may scale back stimulus earlier than thought – has largely ran its course.

  • Thanks to QE, bubble of 2000 looks like 'day at beach’ Wednesday, 17 Jul 2013 | 12:03 AM ET

    Hans Olsen, CIO of Americas at Barclays, argues that the unwinding of the Federal Reserve's massive monetary stimulus has to happen, and the sooner, the better.

  • BHP Billiton's future under new CEO     Tuesday, 16 Jul 2013 | 8:35 PM ET

    Vincent Pisani, Resource Research Analyst at Shaw Stockbroking says that incoming CEO Tom Mackenzie is more focused on ground-field expansion and that's good for BHP.

  • Why housing is weighing on small cap stocks     Tuesday, 16 Jul 2013 | 8:20 PM ET

    Edward Dempsey, Founder and Chief Investment Officer at Pension Partners says that small caps might not yield big returns due to weakness in the housing sector.

  • How to position ahead of Fed tapering     Tuesday, 16 Jul 2013 | 8:11 PM ET

    Kelvin Tay, Regional Chief Investment Officer, Southern APAC at UBS Wealth Management discusses how the Fed's taper fears are impacting U.S. & Asian markets.

  • Rate hikes good for US equities: Strategist     Tuesday, 16 Jul 2013 | 7:40 PM ET

    Sean Darby, Chief Global Equity Strategist at Jefferies is positive on further upside in U.S. equity markets in spite of Fed tapering concerns.

  • Hans Olsen, Chief Investment Officer, Americas at Barclays explains why his group has been engaged in the deliberate retreat and rotation from and within fixed income.

  • The internationalization of the renminbi     Tuesday, 16 Jul 2013 | 7:09 PM ET

    Simon Constantinides, Regional Head of Global Trade and Receivables Finance, Asia-Pacific at HSBC, discusses the bank's latest report on the yuan's role in settling cross-border business.

About Squawk Box Asia

  • Bernie Lo and Susan Li co-anchor Squawk Box 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. The programme also launches you into the Asia trading day, covering key market opens, including Tokyo, Hong Kong and Shanghai.

Contact Squawk Box Asia

  • Showtimes

    Monday - Friday, 07:00 - 10:00 SIN/HK
    Monday - Friday, 10:00 - 13:00 SYD
    New Zealand
    Monday - Friday, 12:00 - 15:00 NZ


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

  • Susan Li co-anchors CNBC's flagship morning program Squawk Box.


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