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In Xiao Feng鈥檚 view, the stimulus policy in China will be the biggest X factor in 2025. He sees a shift of policy focus from the production side to the consumption side, which he believes will have a much greater impact throughout the year.
Companies with international businesses from battery and EV makers to consumer goods brands have been making plans to diversify production in anticipation of potential US tariffs under the incoming Trump administration. Hong Kong-listed shoe and leather goods-maker Stella International’s CFO Andrew Tam and CLSA Research Analyst Chris Gao discuss how manufacturers are preparing for potentially stiffer tariffs.
Nicholas Smith, Japan strategist at CLSA, says Bank of Japan rate hikes would benefit households, corporates and the finance sector.
Shaun Cochran, Head of Research at CLSA, discusses the firm鈥檚 outlook on inflation following Trump鈥檚 win and the recalibration of market expectations. He also explores whether European markets can maintain investor confidence.
Aditya Soman delves into the remarkable growth of India as a consumption powerhouse. He explores the factors that have been driving this growth and shaping the country’s economic landscape. With a focus on the Indian market, Soman discusses the rise in consumer spending, the emergence of a middle class with higher disposable incomes, and the increasing urbanization that has fueled the demand for various products and services. He also examines the role of government initiatives and policies in promoting consumption-led growth.
CLSA has reversed its earlier tactical allocation shift from India to China!
“Believes India鈥檚 relative underperformance may continue, possibly extending through Q1 of 2025,” says Laurence Balanco of CLSA
Valuation worries have reduced with this fall, says Vikash Kumar Jain of CLSA.
Nicholas Smith, Japan strategist at CLSA, says Seven & i鈥檚 restructuring plans may be a case of 鈥渢oo little too late.鈥
Need to see the scale and magnitude of the fiscal package in China. Any sustained upturn in property prices will be the critical Indicator to track, says Alexander Redman, Chief Equity Strategist, CLSA as he discusses if the China bounce is a structural shift or just another bear market rally.