Archive List for Asia Squawk Box

Deficit-to-GDP ahead of Trump’s second term poses challenges, says MS CIO

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CNBC

Jim Caron, CIO of Morgan Stanley Investment Management, explains some of the economic issues on his radar ahead of a second Trump term, including the Fed’s policy path, possible jumps in bond yields and a high deficit.

Pzena IM CEO: Excited about opportunities in China, Japan

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CNBC

Caroline Cai, CEO of Pzena Investment Management, explains why she believes upping your exposure to Chinese equities is worth the risk.

Regulation is necessary and inevitable for crypto assets: Singapore Gulf Bank

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CNBC

Aureole Foong, Co-CEO of Singapore Gulf Bank discusses the outlook for crypto post-U.S. elections and the importance of regulatory framework when dealing with digital assets.

Portfolio manager: Increasing allocations to China as we see ‘deeper’ long-term opportunities

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CNBC

Vikas Pershad of M&G Investments discusses the main takeaways from his trip to London and investor sentiment towards China. He also says that the recent pullback in India’s stock market performance is a healthy correction.

The market ‘is very misplaced’ in terms of looking at China stimulus: UBS

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CNBC

Shamaila Khan, head of fixed income for emerging markets at UBS Asset Management is of the view that instead of a “big bazooka” of stimulus, China has been consistently injecting stimulus in a “slow and measured fashion,” which is not priced into Chinese assets.

East Asia Econ: Stimulus for Chinese consumer key to spur growth

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Paul Cavey from East Asia Econ says China needs to target “new growth”, instead of focusing stimulus on the real estate, as the economic growth target shifts further from the traditional property market.

America needs to catch up on regulatory clarity for crypto assets

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CNBC

Caroline Pham, CFTC Commissioner shares the potential next steps for the new administration and the importance of these regulatory policies.

BNP Paribas: U.S. election ‘red wave’ could push Chinese policymakers toward larger stimulus package

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CNBC

Jason Lui of BNP Paribas discusses China market outlook amid U.S. elections uncertainty.

Strategist: Central banks’ rising demand for gold reserves set to boost price for the yellow metal

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CNBC

George Milling Stanley of State Street Global Advisors sees gold price to hit 3000 dollars some time next year.

Analyst: Optimistic about Intel’s future provided there is no ‘bumps on the road’ throughout 2025

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CNBC

Patrick Moorhead from Moor Insights & Strategy says smooth foundry execution in 2025 could strengthen Intel’s long-term outlook with PC market tailwinds.