Home Depot Earnings Top Estimates, Boosted by Housing Recovery
The Call
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In a week dominated by talk about when the U.S. Federal Reserve will start unwinding its massive monetary stimulus program, a raft of weak U.S. economic data have introduced an element of confusion into the markets.
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Mark Daniell, Chairman, Cuscaden Group says that education, agriculture and the healthcare sectors are bright spots in Asia and Africa.
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Francis Lun, Managing Director, Lyncean Holdings explains why PICC's IPO is expected to be priced at the bottom of the range. He further explains his top pick in terms of China's insurers.
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Ahead of the release of third-quarter GDP numbers, Rahul Bajoria, Regional Economist, Barclays explains why growth momentum in India's economy will remain relatively weak.
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Sunny Verghese, Group Managing Director & Chief Executive Director, Olam International says Muddy Waters is working in concert with a group of hedge funds to attack Olam.
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Lu Ting, China Economist, Bank of America Merril Lynch says that China is likely to set a 7.5% growth target again next year. He explains why.
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Bonn Liu, Partner at KPMG China explains why innovation is the key for China brokerages to make revenue, which has been falling as trading volumes decline.
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Tina Burrett, Assistant Professor at Temple University explains why she expects the LDP to be the largest party to represent Japan after the elections.
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Paul Swinand, Retail Equity Analyst, Morningstar says that the prevalence of mobile devices is driving consumers to shop online and explains why this year's holiday retail sales are expected to rise.
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Stephen Sheung, VP & Investment Strategist, SHK Private says that Hong Kong property prices are expected to go higher next year. He explains why.
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Anti-government protests in Thailand over the weekend were a reminder of violent demonstrations in the recent past that have plunged the Southeast Asian state into instability. While the latest outrage was a cause of concern for investors, the risks appear to be contained, as of now, experts told CNBC.
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International lenders take a third stab on Monday at reaching an agreement on lowering Greece’s debt to sustainable levels. A positive outcome would pave the way for the release of key aid to Athens and should cement the risk appetite that has resurfaced in markets, well, at least for the short-term, analysts said.
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James Koh, Investment Analyst, Maybank Kim Eng says that an overhang will remain over Olam's shares as investors are still waiting for the full report from Muddy Waters.
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Sean Darby, Global Head of Equity Strategy, Jefferies says that the Bank of Japan is stuck in a corner and it has to act on monetary policy to appease the population.
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Frederic Neumann, MD & Co-Head of Asian Economics Research, HSBC says China's HSBC Flash PMI data confirms the steady improvement in economic growth, especially in new export orders.
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Philippe Espinasse, former investment banker and Author of "IPO: A Global Guide says that although Asian banks are sitting on a very big IPO pipeline, many of these transactions need to be restructured.
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Christopher Ferrarone, Global Equity Strategist, UBS says that ECB's "Outright Monetary Transactions" programme is meaningful and that Europe's recovery will continue unless something drastic happens in Greece or Spain.
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Paul Louie, Head of Regional Property Research, Asia ex-Japan, Nomura says that Hong Kong's property market will stall next year with expectations for single digit growth.
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Paul Krake, Founder, View from the Peak: Macro Strategies says that the likely LDP win and a less independent BOJ will be bullish for Japanese stocks next year.
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Ben Collett, Head of Japanese Equities, Louis Capital Markets says that Japan's central bank is unlikely to move on rates until after the general elections.
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Gerard Debenedetoo, CEO, An Zhong Investment Management says that he is cautious about Chinese equities but sees opportunities in the fixed income market.
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Based at CNBC's Hong Kong studios, Bernie Lo covers core business day programming, co-anchoring Squawk Box Asia and anchoring The Call.