Archive List for Asia Squawk Box

Japan’s next prime minister: There’s no ‘presumptive favorite’ yet, analyst says

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Tobias Harris, founder and principal of Foresight, says the Liberal Democratic Party “needs someone who can really appeal to the public,” among other things.

Analyst: Overweight on Alibaba despite weaker China sentiment

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Analyst: Overweight on Alibaba despite weaker China sentiment

The yen carry trade unwind could continue: Strategist

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Kathy Lien, managing director of FX strategy at BK Asset Management, says many of the factors supporting the economy are “now at risk.”

Nvidia’s August earnings report unlikely to have any ‘major issue’: Research firm

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Olivier Blanchard, research director at The Futurum Group, discusses the potential impact the chip giant’s results will have on the “Magnificent Seven” tech stocks, among others.

Going back to Japanese stocks right now is like catching a falling knife: CIO

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Kelvin Tay from UBS Global Wealth Management argues that the weak Yen is the key driver to Japan’s stock market rally the past 2 years. He expects the Yen to strength to 143 against the US dollar which means the selling pressure on Japanese stocks isn’t over yet.

We’re still ‘very optimistic’ about nickel prices, says Nickel Industries

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Justin Werner, managing director of Nickel Industries, discusses the outlook for the commodity.

Analyst explains what’s behind the BOJ’s decision to hike rates

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Izumi Devalier, head of Japan economics at BofA Global Research, says the Bank of Japan is “much more focused on determining progress towards inflation using an outlook-based approach.”

Trump presidency tariffs could be a ‘major downside growth risk’ for China, says Goldman Sachs

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Hui Shan, chief China economist of Goldman Sachs, says the implications for the macroeconomy are significant if Donald Trump wins the U.S. presidential election and imposes a 60% tariff on Chinese imports.

UBS says it has a neutral view on Japan

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Hartmut Issel, head of Asia-Pacific equities at UBS Global Wealth Management, discusses the weak yen and why it likes Indonesian banks.

Knight Frank outlines factors behind slowing demand in Singapore’s high-end property segment

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Christine Li, head of research for Asia-Pacific at Knight Frank, says “high net worth individuals are a little bit concerned” in light of a money laundering case, among other things.