Morgan Stanley Investment Management discusses emerging market FX
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Jitania Kandhari, Morgan Stanley Investment Management’s deputy CIO for solutions and multi-asset group, discusses the other factors behind it.
Archive List for Asia Squawk Box
Japan doesn’t necessarily want a much stronger yen: HSBC economist
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Frederic Neumann, HSBC’s chief Asia economist, discusses the outlook for yen intervention, and says “the weak yen plays a functional role in Japan’s reflation — the Japanese don’t want necessarily a much stronger yen, so long as the depreciation is orderly.”
Professor discusses Biden’s push to triple China steel tariffs
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Eswar Prasad, professor of international trade policy at Cornell University, discusses the potential impact of U.S. President Joe Biden’s push to triple tariffs on Chinese steel and aluminum.
China’s chip equipment makers won’t catch up in the foreseeable future, research firm says
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Dan Hutcheson, vice chair of TechInsights, says “even ASML can’t make their tools without having a distributed supply chain.”
BofA economist discusses China’s first-quarter GDP
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Miao Ouyang, Greater China economist at BofA Global Research, discusses what’s behind her forecast for China’s first-quarter gross domestic product.
Israel ‘cannot not retaliate,’ professor says
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Vali Nasr, professor of international affairs and Middle East studies at the Johns Hopkins University School of Advanced International Studies, says “once Israel retaliates, it cannot decide how Iran will interpret that.”
‘Not clear’ which U.S. presidential candidate China prefers: Former Singapore foreign minister
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George Yeo, visiting scholar at the National University of Singapore’s Lee Kuan Yew School of Public Policy and former Singapore foreign minister, says “we’ve got to get used to the idea that Trump may well come back.”
Israel-Hamas talks hinge on ‘three key issues’: Former U.S. ambassador to Syria
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Robert Ford, former U.S. ambassador to Syria and senior fellow at the Middle East Institute, discusses the outlook for Gaza cease-fire talks in Egypt between Israel and Hamas.
The oil market will be like a ‘Bactrian camel,’ analyst says
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Tom Kloza, co-founder and global head of energy analysis at Oil Price Information Service, shares his forecast for oil prices, saying the “second hump is going to be in August.”
Why travel interest in Japan has increased since the pandemic
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People travel to Japan for relaxation, culture, history, shopping and the food. But it’s also perceived as being safe, clean and cheaper than usual, which are all important drivers since the pandemic, reports CNBC’s Travel Eidtor Monica Pitrelli.