CLSA Investors' Forum

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• 'The game's changed': Central banks are no longer driving markets, strategist says

  12:36 AM ET Tue, 11 Sept 2018

  Markets are now driven by politics instead of central banks, according to Christopher Wood, an equity strategist at investment group CLSA.

• Author: Modernization has often meant westernization for Asia. Not for China's millennials

  12:55 AM ET Thu, 13 Sept 2018

  There are around 400 million millennials in China and companies hoping to tap into that market need to understand what shapes their decisions, says Zakary Dychtwald, founder and CEO of think tank Young China Group.

• Economist: Global trade tensions are now here to stay — no matter who leads the US

  4:12 AM ET Tue, 11 Sept 2018

  "We're now sliding along a scale where we will have 10, 20 years more of cooperative breakdown," says economics professor Tyler Cowen, of the ongoing trade tensions.

• Vietnam could be a 'winner' from the US-China trade war

  12:36 AM ET Wed, 12 Sept 2018

  Vietnam could benefit from the China-U.S. trade war in terms of a potential diversion in foreign direct investment into the country as a result of cost pressures caused by tariffs, says Bill Stoops of Dragon Capital.

• Trump's sanctions on Iran could push oil prices above $100 per barrel

  2:55 AM ET Tue, 11 Sept 2018

  U.S. sanctions on Iran's energy industry, when they come into effect in November, could potentially drive oil prices above $100 per barrel, said Fereidun Fesharaki, founder and chairman of consultancy FACTS Global Energy.

• Big tech monopolies are 'going to be a problem more and more,' media expert warns

  3:25 AM ET Tue, 11 Sept 2018

  As tech titans such as Google and Facebook monopolize their spaces in the internet, their neutrality is being questioned, according to media specialist Jonathan Taplin.

• A significant decline in the semiconductor sector is inevitable, says tech expert

  2:11 AM ET Tue, 11 Sept 2018

  The ongoing tariff battle between the two economic powerhouses has had an impact on demand, but signs of an impending slowdown in the chip sector have also emerged, according to CLSA analyst Sebastian Hou.

• 'I'm fearful' Australian bank stocks could fall, analyst says

  1:17 AM ET Tue, 11 Sept 2018

  Australian banks are probably not a good buy for investors, with federal elections coming up and the country's currency set to weaken further, according to a banks analyst from investment group CLSA.

• US-China trade war worries are 'overdone,' says CEO

  7:34 AM ET Mon, 10 Sept 2018

  Worries about the U.S.-China trade war are overdone because the impact on China will not be as immediate and challenging as investors may expect, says Jonathan Slone, CEO of brokerage and investment group CLSA.

• Trump's trade war against China may have a 'perverse reaction,' says economist

  2:54 AM ET Mon, 10 Sept 2018

  Eric Fishwick, CLSA's head of economic research, said the U.S.-China trade war may well encourage Beijing to build its political and economic influence.

• It's not 'logical' for the US to hit Japanese automakers with tariffs, CLSA says

  12:12 AM ET Mon, 10 Sept 2018

  Japanese automakers are at risk of being targeted by the Trump administration because they accounted for three-quarters of the trade imbalance between Japan and the U.S.

• US presidential hopeful: Free money can help save the country from jobs lost to robots

  1:03 AM ET Mon, 10 Sept 2018

  Entrepreneur Andrew Yang is running for U.S. president, and he wants to give Americans monthly stipends of $1,000 to prevent widespread unemployment from the looming threat of automation.

• Chinese markets haven't yet hit their real bottom, China investment expert says

  2:06 AM ET Mon, 10 Sept 2018

  China's stock markets have slumped in recent months, but investors have not witnessed the "real fundamental bottom" yet, an expert told CNBC on Monday.

• Malaysia's Anwar Ibrahim: Economic fundamentals are strong   

  11:31 PM ET Tue, 11 Sept 2018

  The former deputy prime minister admits that while the country's national debt is alarming, he doesn't expect the situation to deteriorate further.

• Malaysia's leader-in-waiting says his country remains open to China   

  11:29 PM ET Tue, 11 Sept 2018

  Malaysian politician Anwar Ibrahim, who is expected to take over from PM Mahathir Mohamad, says his country still wants Chinese capital despite having suspended some existing deals.

• How trade tensions are impacting semiconductors   

  12:39 AM ET Tue, 11 Sept 2018

  Inventory levels are rising across supply chains while memory chip prices are also on the decline, according to Sebastian Hou of CLSA.

• 'Central banks are no longer driving market activity'   

  11:39 PM ET Mon, 10 Sept 2018

  Over the past year or so, politics have emerged as the principal factor impacting global stocks, notes Christopher Wood, equity strategist at CLSA.