Squawk Box Asia

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• More Optimism in Store for Global Markets?  Sunday, 2 Dec 2012 | 5:10 PM ET

  

  Martin Lakos, Division Director, Macquarie Private Wealth shares his expectations for HSBC's Final China PMI read for November. He says the accumulation of positive data so far will help lift market sentiment.

• China's New Wave of Domestic Brands  Thursday, 29 Nov 2012 | 7:40 PM ET

  

  Companies the world over may be trying to cash in on the growth in China's middle class, but they'll have to fight increasing competition from upcoming domestic brands. CNBC's Eunice Yoon finds out more.

• Watch For Growth in Chinese Brands   Thursday, 29 Nov 2012 | 7:40 PM ET

  

  Alastair Newton, Senior Political Analyst, Nomura says Chinese consumers love brand labels and that the growth of Chinese brands will be one of the big stories over the next 5 years.

• Hedge Funds Can Fill Bank Lending Shoes: Pro  Thursday, 29 Nov 2012 | 7:30 PM ET

  

  Rick Arney, Head of Hedge Funds at BlackRock Alternative Investors says with banks stepping back from lending, hedge funds can fill the gap in being the lender, particularly in real estate debt.

• ICT Sector in Asia to Grow Next Year: IDC  Thursday, 29 Nov 2012 | 7:15 PM ET

  

  Claus Mortensen, Principal, Emerging Technology at IDC Asia Pacific says the information and communication technology sector in Asia Pacific ex-Japan will expand next year, driven by consumer growth. He also says companies are going to spend more on IT as they look to expand their businesses.

• Political Events To Watch in 2013  Thursday, 29 Nov 2012 | 7:10 PM ET

  

  Alastair Newton, Senior Political Analyst, Nomura discusses politics and its effects on markets next year. In particular, he highlights the Israel-Iran conflict, the situation in Iraq, and the risk of an overspill from Syria.

• Not Much Dissent to a Change of BOJ Law: Pro  Thursday, 29 Nov 2012 | 6:35 PM ET

  

  Ed Ponsi, Managing Director, Barchetta Capital Management says Japan cannot afford to have the USD/JPY under 80 any longer, and that there won't be a lot of dissent if there was to be a change of Bank of Japan's laws.

• Climate Change the Biggest Risk: Pro  Wednesday, 28 Nov 2012 | 7:55 PM ET

  

  Graeme Maxton, Fellow, Club of Rome says the biggest long term risk facing the global economy is climate change. He adds that there's a 25-30% chance of a second recession in the next 18 months.

• ANZ: Middle East Tops Business Concerns  Wednesday, 28 Nov 2012 | 7:45 PM ET

  

  Alex Thursby, CEO, International & Institutional Banking, ANZ says unrest in the Middle East can bring about a lot of volatility, making it the number one biggest risk facing businesses.

• Clearing Houses As Guards Against Risk  Wednesday, 28 Nov 2012 | 7:20 PM ET

  

  Ian Axe, CEO, LCH.Clearnet explains the role of clearing houses amid growing regulation in the financial sector. He says they are like insurance companies for exchanges with regards to their trades and financial products.

• 2013: A Volatile Year for Agricultural Commodity Prices  Wednesday, 28 Nov 2012 | 7:10 PM ET

  

  Tracey Allen, Analyst, Food & Agribusiness Research and Advisory, Rabobank discusses her outlook for soft commodities in the new year.

• US Should Go Over Fiscal Cliff: Pro  Wednesday, 28 Nov 2012 | 7:05 PM ET

  

  Graeme Maxton, Fellow, Club of Rome says the U.S. should go over the fiscal cliff, as it will provide the impetus for the country to get its balance sheet back in order.

• The State of Japan's Economy  Wednesday, 28 Nov 2012 | 6:50 PM ET

  

  Graeme Maxton, Fellow, Club of Rome and Frederic Neumann, MD & Co-Head of Asian Economics Research, HSBC weigh in on the state of Japan's economy.

• Japan Elections to Have Negative Pressure on Economy: Pro  Wednesday, 28 Nov 2012 | 6:40 PM ET

  

  Graeme Maxton, Fellow, Club of Rome explains why the upcoming elections in Japan this December will bring about negative pressure on its economy.

• Euro to Fall to 1.25: Strategist  Wednesday, 28 Nov 2012 | 6:30 PM ET

  

  Gareth Berry, FX Strategist, UBS Investment Bank says EUR/USD will fall gradually to 1.25 over the next few months due to improving U.S. data.

• Capital Flows And Its Impact on Asia  Wednesday, 28 Nov 2012 | 6:15 PM ET

  

  Frederic Neumann, MD & Co-Head of Asian Economics Research at HSBC says Asia has lagged behind Latin America in easing capital controls. Meantime, Graeme Maxton, Fellow, Club of Rome explains why he is bullish on Indonesia, the Philippines and Thailand.

• Risks from Climate Change Building   Wednesday, 28 Nov 2012 | 6:10 PM ET

  

  Graeme Maxton, Fellow, Club of Rome says markets take a flawed approach to factoring in the effects of climate change and that there needs to be more dialogue in this area.

• Is There Truth in Muddy Waters’ Report on Olam? Tuesday, 27 Nov 2012 | 11:34 PM ET

  

  The ongoing tussle between Muddy Waters and Singapore commodities firm Olam International further heated up after the short-seller published a much-awaited 133-page report on Tuesday detailing “shocking” accounting gaffes at the trading firm, prompting Olam to respond with a 45-page rebuttal on Wednesday.

• Investment, Key Growth Driver For Thailand  Tuesday, 27 Nov 2012 | 7:40 PM ET

  

  Santitarn Sathirathai, Research Analyst, Credit Suisse explains why investment will be the key growth driver in 2013. For this year, he says the strength of domestic demand will help cushion the slowdown in its economy.

• Asian Cyclical Economies to Lead Growth: Citi  Tuesday, 27 Nov 2012 | 7:20 PM ET

  

  Johanna Chua, Chief Economist, Asia Pacific, Citi says Asia's growth will pick up to 6.6% next year from 6.%, with cyclical economies like Taiwan and South Korea leading the charge.