Archive List for Asia Squawk Box

Don’t think we will see oil at $60/bbl ‘in a consistent manner’ for the next 3 months: Rystad Energy

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Claudio Galimberti of Rystad Energy shares his outlook and discusses the impact a potential second Trump administration will have on oil prices.

Asia-Pacific expected to have 90% of the world’s fastest-growing markets for air travel

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Passenger traffic in Asia-Pacific is expected to more than double by 2042, according to Airports Council International.

Given high leverage, the ‘last thing’ China needs is a deflationary spiral: Strategist

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Eli Lee from the Bank of Singapore says Chinese authorities must push for more stimulus but need to remain careful in stemming demand-side risks.

Bullish on Chinese stock earlier in the year, fund manager explains why he has turned bearish now

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Nick Ferres, Founding Partner & CIO of Vantage Point Asset Management, discusses the firm’s China investment strategy amidst the country’s waning growth momentum.

UBS: Vietnam looks ‘really really attractive’ as an investment play

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Kelvin Tay of UBS Global Wealth Management highlights that Vietnam is emerging as a pivotal player in the “China + 1” strategy.

Problems at Malaysian Airlines reached a ‘breaking point,’ says aviation specialist

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Malaysian Airlines isn’t the only airline struggling with manpower and supply chain constraints, but it’s been hit harder than others in the past few months — “something obviously went wrong here,” said Sobie Aviation’s Brendan Sobie.

BHP CEO discusses results for the full year ended June 30, 2024

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Mike Henry, CEO of BHP, discusses the company’s better-than-expected rise in annual underlying profit.

PDD needs a new strategy to subsidize its global business due to China weakness: Investor

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Ben Harburg from CoreValues Alpha discusses PDD’s latest earnings results.

DBS says the U.S. Fed’s first cut will be 25 basis points

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Taimur Baig, chief economist and managing director at DBS Group Research, says the U.S. Federal Reserve has “communicated a lot” and there is nothing left to say as far as its September monetary policy decision is concerned.

A recession is coming: Things are breaking down quite rapidly, investment strategist says

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Garry Evans, BCA Research’s chief strategist, said that there are things in the economy that are “breaking down quite rapidly now,” and contrary to what the market believes, a recession is coming.