Archive List for Asia Squawk Box

GS: tactically upgrade China market and lower India stocks with a subdued view on Japan near-term

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CNBC

Timothy Moe of Goldman Sachs shares his latest view on China markets, India markets and Japan markets.

BOJ is unlikely to hike rates this week, given political uncertainty: BofA economist

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CNBC

Izumi Devalier, head of Japan economics at Bank of America, says “on the other hand, if that political uncertainty causes … sustained yen weakness, it raises upside risks for inflation, which was particularly why they hiked in July,” saying “we could still be in track for hikes in January or even December.”

CIO: Advise our clients to maintain 5% of portfolio allocation in gold

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CNBC

Thomas Rupf of VP Bank discusses investment strategy in the current macro environment.

Expect more protests against mass tourism in Spain, organizers say

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CNBC

Tourist arrivals to Spain increased following anti-tourism protests this year. But Barcelona organizers say protests are one step in a larger plan to reduce tourism in the city, reports CNBC’s Monica Pitrelli.

South Korea and India to be added to FTSE Russell Indices

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CNBC

LSEG’s Nikki Stefanelli discusses the considerations made to allow for additions of South Korea and India to the FTSE World Government Bond Index and Emerging Markets Government Bond Index respectively.

‘Cautiously optimistic’ but not expecting major stimulus from Chinese government: Amundi

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CNBC

Yerlan Syzdykov of Amundi sees improved performance for Chinese bond and equity markets. He expects the government to introduce more measures, but does not expect anything major.

The Fed will have to cut ‘more and sooner’ than the dot plot has suggested: Strategist

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CNBC

Vishnu Varathan, head of economics and strategy at Mizuho Bank, says “we’re not sold on 50 basis points all the way through for this year, even though I think the [U.S. Federal Reserve] will have to cut more and sooner than the dot plot has suggested.”

EU countries are split on China EV tariffs: Hinrich Foundation

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CNBC

Deborah Elms, head of trade policy at the Hinrich Foundation, discusses divisions in the EU over the second round of voting on tariffs for Chinese electric vehicle imports.