Squawk Box Asia
786 videos • 3,867 views • by CNBC International News
1
Indonesia would be one of the biggest beneficiaries of a U.S. rate cut: JPMorgan
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2
The immigration number distorts everything in the U.S. labor market right now: Economist
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3
Strategist: European banks have safer balance sheets now, but they don't make attractive investments
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4
Goldman Sachs compares China's southbound and northbound flows
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5
AWS executive on company's chip and cloud development
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6
Morgan Stanley discusses South Korea's second-quarter GDP
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7
Given high leverage, the 'last thing' China needs is a deflationary spiral: Strategist
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8
Analyst: near-term upside for Zscaler, neutral on longer-term outlook
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9
Nomura: "Make hay" while the sun shines on Japanese equities
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10
China needs 'more aggressive' monetary easing, says Deloitte China
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11
Singapore can play a 'very important' role as a technology partner to India, says DBS Bank
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12
Economist: Volkswagen's production plants in China has it 'competing with itself'
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13
Current U.S. treasury yield curve shows two-pronged problems: CIO
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14
Equity research analyst discusses Malaysia chip plays
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15
Milken Institute discusses report on China's 'best-performing' cities
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16
JP Morgan Asset Management: compelling reasons to invest in Japanese equities now
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17
Bullish on Chinese stock earlier in the year, fund manager explains why he has turned bearish now
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18
ANZ: Gold price to reach $2,550/oz by the end of the year
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19
Goldman Sachs: we expect Bank of Korea to cut rate in October to adjust to disinflation
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20
UBS: Vietnam looks 'really really attractive' as an investment play
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21
China needs policy redirection to provide 'more balanced support' for services sector: Economist
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22
Malaysian health care has 'several good things going for it': IHH Healthcare
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23
Japan's weak yen has not benefited the country's exports, says Japan External Trade Organization
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24
AI's long-term growth story is intact, says venture capitalist
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25
Supply-side shocks could encourage Fed to pause: Strategist
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26
Problems at Malaysian Airlines reached a 'breaking point,' says aviation specialist
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27
Is flying less safe? A new MIT study shows how risks are changing
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28
EDP Renewables Asia-Pacific CEO on renewable energy sector outlook
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29
Goldman Sachs : Trump's proposed 60% tariffs could knock 2% off China GDP
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30
Jefferies says it recommends the 'big four' Chinese banks this year
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31
S&P Global Ratings on the vaccine industry & pricing in light of mpox
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32
Waiting to see investment into India become more broad-based: Nomura
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33
Citi: Expect a stronger dollar if Trump wins the elections
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34
Investing 9-10% of global portfolio in Electric Vehicles: Yuanta Securities
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35
AI agents: Boomi discusses how it addresses ethical and privacy issues
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36
Wells Fargo: CrowdStrike's growth will reaccelerate next year once they mitigate customer churn
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37
Asia-Pacific residential markets look 'relatively healthy,' JLL says
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38
$82 is an "appropriate ceiling" for oil prices: JTD Energy Services
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39
Fortescue Metals on greener products demand amid China's energy shifts
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40
Hong Kong market could see a 'tactical rebound' when Fed eases: Strategist
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41
Dunne Insights discusses China EVs and automotive manufacturing
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42
Alibaba is in a 'better position' than its peers, says analyst
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43
BHP CEO discusses results for the full year ended June 30, 2024
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44
No evidence a 'breakthrough' in U.S.-China relations is at hand, Yale's Stephen Roach says
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45
Honeywell Aerospace Technologies discusses Penang avionics site
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46
Thailand: Clearer pathway to the stimulus we've been waiting for, economist says
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47
Defiance ETFs CEO talks Nvidia & other related AI plays
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48
UOB: Seeing a healthy backdrop for investing in US
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49
Analyst: China, EV weakness are stress points for miners
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50
PDD needs a new strategy to subsidize its global business due to China weakness: Investor
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51
Oil market has not priced in any geopolitical risk premium: Expert
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52
Cash management with Chocolate Finance
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53
Health-care industry's 'center of gravity' is shifting rapidly from West to East: Quadria Capital
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54
Strategist: Wait to see how markets shake out
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55
There is scope for the Japanese Yen to re-strength: Currency strategist
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56
JPMorgan: Shifting away from mega-cap stocks, towards industrials and financials
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57
The U.S. labor market is slowing but it's not cracking, says HSBC
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58
DBS says the U.S. Fed's first cut will be 25 basis points
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59
Bank of Japan could have communicated better, economist says
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60
DBS: Yunus a 'no-brainer' pick to shore up Bangladesh’s economy
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61
Morgan Stanley: Asia is less prepared for Trump's universal tariffs
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62
Analyst: Chinese tech companies are the cheapest in the world
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63
ANZ: BOJ to hike once more towards year-end
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64
Analyst: Chinese tech firms racing to be the AI 'winner'
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65
A recession is coming: Things are breaking down quite rapidly, investment strategist says
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66
Economist: China needs to employ more forceful property measures
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67
Goldman Sachs: Downside risk from China more concerning for oil markets
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68
Trump exists outside the 'bipartisan consensus' on U.S. policy on China: Think tank
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69
Fed is on track for an 'immaculate landing': RBC Wealth Management
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70
XPeng earnings: 'Still a good result to have for the quarter,' KraneShares says
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71
Asia stocks: There's 'heightened hypersensitivity' to macro variables, says BNP Paribas
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72
Zervos: Markets "very sensitive" to US election win
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73
iProov CEO discusses 'arms race' against deepfakes
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74
US election to come "right down to the wire": Evercore ISI
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75
Teucrium CEO explains why corn is a buying opportunity
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76
Japan's next prime minister: There's no 'presumptive favorite' yet, analyst says
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77
China is 'leading the pack' in e-commerce: J&T Express CFO
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78
Indonesia and Thailand are 'long-term plays,' analyst says
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79
Charles Schwab: Trump vs Harris? Trading it is a "fool's errand"
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80
UBS: See AI-related opportunities in South Korea
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81
Moody's economist discusses Harris' economic proposals
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82
Effort to raise Indonesia's tax ratio will be much more important than its overall budget: Economist
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83
Gold could hit $2,700 an ounce once the Fed cuts rates, analyst says
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84
Citi Private Bank: Bullish on Japan as the yen carry trade unwind is mostly done
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85
Mobius: Negative news in China has been discounted
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86
Travelers are finally cracking under the pressure of high costs
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87
Philippine central bank chief: We're 'very confident' inflation is on its way down
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88
MTR CEO: Business has been sluggish since the second quarter, but this is a long-term business
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89
There aren't enough signs to suggest anything other than a soft landing, economist says
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90
Grab is 'very, very bullish' on Southeast Asia, CFO says
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91
MTR CEO: Continue with our investment plan, but has to be cautious given the macro environment
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92
Strategist: Market volatility is just beginning
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93
BOC Aviation CEO: we are in a 'strong position' with leasing rates as demand outgrows supply
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94
Analyst: I'd be interested in Alibaba shares when the business becomes 'no growth, but high profit'
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95
There is more room for the Japanese yen to appreciate, says strategist
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96
Goldman Sachs still prefers growth over value stocks
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97
We focus on helping 'great' Japanese startups go global: B Capital
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98
Schroders: we see opportunities in Japan despite the huge volatility in markets
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99
Former Fed Governor Randy Kroszner: People haven't lost faith in the Fed
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100
Economist weighs in on how Thai prime minister's exit could affect country's budget
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101
Analyst: Hon Hai is agile in contract manufacturing
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102
Analyst: Overweight on Alibaba despite weaker China sentiment
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103
Japan GDP figures will encourage the BOJ to continue raising interest rates: Research fellow
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104
Morgan Stanley's Slimmon: S&P at 6,000 by year-end
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105
ComfortDelGro CEO: we are learning how to commercialize robotaxi
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106
Here's who could succeed Japan Prime Minister Fumio Kishida as LDP leader
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107
Google is not as far ahead in generative AI as it is in search, analyst says
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108
Strategist outlines how to navigate bond markets
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109
As a low-yielding currency, is the Chinese Yuan the next carry trade to unwind?
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110
Stoltzfus: Tech run-up is a watershed event
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111
SM Investments: We are focused on growing the revenue of our businesses
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112
Correction in Japanese bank stocks is 'overdone': Goldman Sachs
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113
Upheaval in Bangladesh is 'a hugely positive occasion,' says professor
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114
Gold is poised to reach $2,500 by year end, says Argonaut executive director
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115
Unwinding of the yen carry trade is healthy, says Monex Group's Jesper Koll
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116
The yen carry trade will still be 'highly profitable' in 2 years' time, David Roche says
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117
There's an abundance of capital from Middle East and investors are eyeing Southeast Asia, BofA says
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118
Bear market is probably coming in 2025, veteran investor David Roche says
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119
Dan Niles says NVIDIA shares are yet to hit a 2024 low
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120
Citi Research analyst: China CPI data not a relief to inflation concerns
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121
There is slow attrition to the AI investment story: CIO
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122
Higa Industries discusses outlook for Japanese yen
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123
Goldman Sachs says the global demand for goods seem to be moderating
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124
Hong Kong is still weak, says luxury hotel operator HongKong and Shanghai Hotels
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125
The economy hasn't tipped over into a recession yet, strategist says
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126
ASUS Co-CEO: we expect AI PC to take up to 60% market share in 2026
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127
CEO of Fortune REIT discusses its 2024 interim earnings
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128
Normal cycles will probably never come back: Macquarie Capital
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129
The Chinese Yuan may be the next carry trade to unwind: ANZ
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130
Vietnam and China are relatively safer place to invest in emerging markets now: Portfolio manager
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131
Software firm discusses AI adoption and regulation
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132
The yen carry trade unwind could continue: Strategist
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133
Nvidia's August earnings report unlikely to have any 'major issue': Research firm
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134
Longer-term investors have a 'very good opportunity' to enter the Japanese market: Fund manager
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135
Seatrium CEO: We are 'laser focused' on operational excellence
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136
Silicon Valley is 'really, really divided,' says venture capital firm
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137
Global recession risks: The variable is the United States, analyst says
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138
The yen is 'just getting normal,' portfolio manager says
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139
Going back to Japanese stocks right now is like catching a falling knife: CIO
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140
Malaysia's BRICS bid more about balancing U.S., China ties: Professor
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141
A Trump 2.0 administration would raise tariffs on China to force trade deal: Clete Willems
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142
Japan's market rally is going through a 'transitional phase': Goldman Sachs
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143
ESR-Logos REIT CEO discusses latest acquisitions in Japan and Singapore
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144
Expect Asian markets to rally in the back end of the year: Goldman Sachs
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145
A 'clash of titans' developing in chip industry: The Futurum Group
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146
We're still 'very optimistic' about nickel prices, says Nickel Industries
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147
China should come up with a 'heavy stimulus package,' professor says
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148
Analyst explains what's behind the BOJ's decision to hike rates
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149
Arm is a 'challenging stock to own,' analyst says
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150
What Meloni achieved in her China trip is a win-win for both countries
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151
Analyst: JGB yields unlikely to be 'selling off a lot' if Trump becomes president
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152
I think Bank of Japan will hike interest rate by 10 basis points today: Portfolio manager
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153
Bank of Japan raises benchmark interest rate
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154
Energy analyst discusses what a Trump presidency could mean for the oil industry
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155
Japan's small-cap companies look attractive over the next 3 to 5 years: Asymmetric Advisors
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156
Cybersecurity: Fintech firm discusses how AI could help as a 'defense mechanism in real time'
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157
Business has been strong, says Interactive Brokers' Asia head
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158
Analyst the discusses the significance of U.S.-Japan security talks
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159
The Olympic Games attract huge numbers, but they also repel many visitors as well
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160
'Huge potential' in Asia Pacific for offshore wind farms: Cyan Renewables
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161
Japan's economy is weak because the BOJ failed to hike rates in time: CLSA
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162
Growth in U.S. has slowed, but will pick up in the months ahead: Goldman Sachs
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163
'Impossible' to keep Chinese auto makers out of the US: Analyst
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164
UBS' Paul Donovan on U.S election, the economy and its industry policy
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165
Venture capitalist discusses how Silicon Valley, Musk view the U.S. election
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166
Macro economics still a bigger factor for markets than politics: Wealth manager
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167
Think tank discusses the outlook for U.S.-Philippine ties ahead of presidential election
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168
Stablecoins have 'great potential' to be a solution for cross-border payments, fintech firm says
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169
Trump can attack Harris' cost of living, immigration track record, says pollster Frank Luntz
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170
Banyan Group executive chairman discusses outlook for the travel sector in Asia
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171
Trump's idea of replacing income tax with tariffs is 'impossible mathematically,' analyst says
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172
AI could be a solution to tech outages, Cisco says
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173
Port of Los Angeles is 'hustling for cargo' in Southeast and South Asia, executive director says
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174
Democrats now have a fighting chance in elections, Ian Bremmer says
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175
It appears Biden is 'much closer to bowing out today' than he was 24 hours ago, analyst says
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176
Stephen Roach says Trump's newly proposed China tariffs would 'most assuredly' boost inflation
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177
ASML is going through a 'major product transition,' analyst says
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178
Alcoa CEO discusses earnings, possible Trump presidency and Alumina acquisition
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179
Prospect of Trump tariffs: China will wait and see before reacting, Abrdn says
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180
DBS economist says a Trump presidency is not his baseline scenario
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181
We're still constructive on the Japan stock market, says asset management firm
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182
Analyst weighs in on what a Trump-Vance White House ticket could mean for China, Big Tech
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183
Investing: 'The short term can be our enemy,' says Bank of Singapore's CIO
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184
A business system without AI is like a 'car without wheels,' Oracle says
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185
Trump presidency tariffs could be a 'major downside growth risk' for China, says Goldman Sachs
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186
Europe caught between 'a rock and a hard place' in U.S.-China relations, CIO says
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187
Image of Trump after assassination attempt will be his campaign's defining one: Analyst
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188
Overtourism backlash: It's not just the numbers — it's how people are behaving, UNESCO says
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189
EU Chamber of Commerce in China discusses what a Trump presidency would mean for EU-China ties
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190
Implications of a Trump presidency
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191
Souvenir T-shirts of Trump shooting go on sale on China's Taobao hours after attack
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192
Dollar strength after the weekend shooting is just temporary, softness will soon return: Maybank
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193
Wealth management firm on why it's bullish on India for long term
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194
US recession inevitable the next 12 months, market ignores that risk
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195
Next big move in oil prices may be in September, October: Analyst
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196
Professor explains how Japan could benefit from NATO
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197
AI to double data center capacity: CapitaLand Investment
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198
Consultancy discusses potential impact of EU tariffs on China EVs
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199
Samsung's on-device AI features will benefit its semi divisions: analyst
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200
Last year was a 'phenomenally positive' year for banks: The Banker
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