China’s easing of some of Covid curbs is causing a short-term stock rally, research firm says
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Leland Miller of China Beige Book International discusses the “two very different stories” going on in China.
Archive List for Asia Squawk Box
‘It’ll be really chaotic’ if China suddenly changes its zero-Covid policy, professor says
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Wang Gungwu of the National University of Singapore says the leadership of the Chinese Communist Party has been “overconfident” about keeping the zero-Covid policy going.
China will remain a ‘big buyer’ of crude oil, energy consulting firm says
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Bob McNally of Rapidan Energy Group says the country’s imports are “quite robust,” and demand for crude, including for Russian oil, will be “quite strong” even through the winter.
Cross-strait relations will be a ‘key topic’ in Taiwan’s 2024 presidential election: Eurasia Group
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Ava Shen of the political risk consultancy says it’s hard to say if the Covid protests in China will have any immediate impact on Taiwan politics.
Malaysia cannot progress without political stability, professor
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James Chin of University of Tasmania says he believes that a confidence and supply agreement (CSA) will not be implemented despite the current political gridlock, and that the coalition that will be formed eventually will have the required numbers to stay in power.
We are unambiguously contractionary in our monetary position, says RBNZ
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Adrian Orr of Reserve Bank of New Zealand discusses its biggest-ever rate hike of 75 basis points.
James Lee on Baidu’s chip resiliency
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James Lee, analyst at Mizuho Securities, says that Baidu is not reliant on highly advanced semiconductor chips and manufactures its own AI chip for its cloud computing and robotaxi businesses.
Baidu’s recovery is likely to be delayed this quarter, Mizuho Securities says
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James Lee of Mizuho Securities cites Covid restrictions and the “macro environment” as factors contributing to the delay.
Bain Capital Asia: Large corporations in Japan are ’embracing change’
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David Gross-Loh from Bain Capital discusses their deals in Japan and says it is the beginning of an “important secular trend” for the country’s economy.
Demand for private jets remains high, but flyers are not happy about increasing costs
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According to a survey by Private Jet Card Comparisons, 94% of respondents who are new to the industry plan to fly on private jets in the future, but less frequently than before. CNBC’s Monica Pitrelli explains why.