1:52
BNP Paribas on the three Asian currencies to underperform the most in 2025
CNBC International Live
2:24
CLSA 'pretty hopeful and optimistic' about Samsung's earnings prospects this year
3:22
Intel's reliance on US funding is a symptom of its problems, says analyst
3:52
China's tech advancement will put U.S. assets' sizable premium into question: Portfolio Manager
4:01
Private markets see more hype than substance around DeepSeek, says Gene Munster
3:32
Enormous investor optimism toward Boeing, says analyst
2:39
DeepSeek tech selloff an overreaction, could be a buying opportunity
3:27
DeepSeek's price optimization could be good for broader AI space, says CloudAlpha Capital
3:42
Trump's policies point to 'opposite implications': Professor
3:44
'Tremendous amount' of instability under new Trump administration, says CIO
Stargate project shows that Softbank is in a 'unique position' between China and the U.S.: CLSA
2:58
2025 is a 'promising' year for IPOs, says software company
Trump's call for OPEC to increase oil production is likely to 'fall on deaf ears': Analyst
3:13
Air travel in India remains 'largely unpenetrated': IndiGo CEO
2:32
Domestic economic concerns outweigh tariff uncertainty for China: Strategist
2:57
New constructions, consolidation key to growth strategy: Mindspace Business Parks REIT CEO
3:02
JPMorgan: We're seeing a 'degree of mixed performance' in emerging ASEAN banks
4:32
'All ingredients are put together' to support gold to keep its rally in 2025: Strategist
3:08
Doubtful tariffs will reach 'extreme levels'; 20-25% is more probable: Winthrop Capital's Adam Coons
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2:33
There's still room for the Bank of Japan to hike rates, says strategist
3:09
Bank of Japan willing to be behind the curve, says analyst
1:19
Winthrop Capital Management's Co-CIO explains bearish stance on large oil conglomerates
3:16
The yuan tends to be 'very sensitive' to trade negotiations, JPMorgan strategist says
'No way' for Trump to significantly increase U.S. shale production: Analyst
2:47
Trump needs to realize the US 'won't be immune' to trade disruptions: NF Trinity's Zhu
1:51
Creating uncertainty is a Trump negotiating tactic: BMI's Chief Economist
2:44
There are opportunities in the China market, but it will be policy-driven: Javelin Wealth Management
4:13
China's growth momentum could start to fade in 2025, economist says
3:26
Thai econ expects 2.4% growth despite U.S. tariffs: Kasikornbank
3:53
Trump uses tariffs as an 'all-purpose tool,' Hinrich Foundation says
Yinson CFO: Strong demand for oil & gas infrastructure
BNP Paribas: 'a lot of potential' for India's automotive sector
2:12
60% tariffs on China would be a 'black swan' event: FX strategist
4:22
Biden's latest sanctions package will have a 'material impact' on Russian oil flows, analyst says
3:11
Chinese equity markets will see 'a big reversal' in 2025: Strategist
2:34
Japan wants more travelers, but Kyoto signals it's had enough
4:07
Bank of Japan is walking a 'very tight rope' as next rate decision draws closer, says strategist
4:15
Trump tariffs: China will likely make its pro-consumption policies 'more potent,' says economist
2:30
Upbeat on Indian IT companies' margin potential: Macquarie Capital
3:01
Futurum Group's research director discusses impact of U.S. chip curbs on TSMC
1:20
Nintendo has 'a lot of work to do' to convince casual users to upgrade to Switch 2: Kantan Games
1:23
'Not at all concerned' about the China risk when it comes to Apple: Strategist
L&G: Fed to cut later in the year; Trump 2.0 to be inflationary
3:05
Motilal Oswal AMC reveals India's hottest sectors
Bank of Korea will be 'vigilant' and only cut rates by 50 bps in 2025: Natixis
1:35
Asian currencies tipped to weaken over the near to medium term: JPMorgan AM
2:31
Investor sentiment on Europe has never been so negative: HSBC Private Banking
3:30
RBC: Despite a strong 2025, an inflation rebound could derail banking revenues
2:45
Expectations of cuts from BOK will keep bond yields down: Portfolio manager
3:46
NAB: Fed may ease rates in mid-2025
1:50
Expect another 12-18 months of pain for iron ore prices: Portfolio manager
3:33
BofA's Piron on USD strength, Yuan weakness, and potential Trump tariffs
Scharf Investments' Eric Lynch discusses Japan's corporate governance efforts
2:59
WisdomTree Investments flag risks in formerly 'unstoppable" mega-cap stocks
Investors should take a long view on Boeing: TD Cowen
2:40
Anand Rathi Wealth: like Nifty Indian Capital Market Index
2:09
We focus on U.S. stocks as that's where the leaders and innovators are: Portfolio manager
Geopolitical risks for oil are to the upside as compared to the market's consensus view: Analyst
2:11
Strategist discusses key technical levels to watch for trading U.S. tech stocks
2:53
Indian rupee's stability is a problem for the currency: Axis Bank
2:25
HCLTech expects Trump to boost business environment, amid currency concerns in Europe
BNP Paribas: Trump tariffs against China could fall flat; possible upside surprise
2:36
The market is in a consolidation phase for Chinese government bonds: TD Securities
Labor market and paychecks look good and can sustain the U.S. consumer's strength, says Claudia Sahm
3:57
'Cautiously optimistic' on Indian IT sector; TCS and Tech Mahindra are our top picks: CLSA
3:18
China's economic woes deepen with a 'massive supply-demand imbalance': Barclays
3:51
'Jury is still out' on what the new U.S. administration will mean for China relations: Victor Chu
2:13
Fed hawkishness is 'more important than Trump' for Bitcoin market: Analyst
2:14
Hope political leaders 'fully understand' the importance of climate change: AIIB President
3:28
Strong US dollar and high rates could have a 'deep impact' on Asian markets: Eastspring
2:06
'Too aggressive' to suggest that Fed will not cut interest rates in 2025: Portfolio manager
4:05
China's institutional investors foresee low economic growth, hence snapping up government bonds: CIO
2:38
Trump 2.0 won't be over-disruptive due to capital markets acting as guardrail: Macquarie Capital
4:08
30-year JGBs are a bit too cheap, this could be a good buying opportunity: Pinebridge
2:37
Potential Trump policies, not macro, will be the driver of the markets in 2025: ANZ
3:56
Chinese policymakers concerned about 'Japanification': Analyst
3:47
JPMorgan expects 'twist and turns' for SE Asia's economies in 2025
3:17
Automotive sector takes the spotlight at CES: KPIT highlights key themes
2:56
Analyst: price war amongst China's EV makers will continue in 2025, NEV sales could hit 15 million
Bernstein: India's recovery expected in coming quarters
JPMorgan: China's currency should brace for tariff shocks
4:46
Inflation seems to be stronger than what everyone expected, says strategist
We see volatility in China tech companies' bonds going forward due to headline risks: UBP
3:20
On a cyclical basis we could be at the last innings of dollar strength
Silver prices can 'get some gravity' if industrial production begins to pick up, says UBS
Lombard Odier sees semis propelling Korea and Taiwan in 2025
2:49
Futurum: Samsung setting the stage to 'regenerate' IoT with AI
2:20
Expect the Indian economy to rebound after the first two months of 2025: Strategist
2:28
Looking to increase exposure in Chinese consumption stocks: Portfolio manager
1:39
Tariff risks may move the Canadian dollar more than domestic politics, says ING
1:56
EMJ Capital's Eric Jackson says he is 'most excited about' quantum computing stocks in 2025
There will be some 'very good opportunities' in the Asia markets after a few months: CIO
2:48
"All gas, no brake": TD Securities strategist discusses Trump's inauguration impact on the FX market
1:32
Nvidia's stock price is poised for another breakout: EMJ Capital's Eric Jackson
3:45
Indian markets to bottom out in April before rebound: BNP Paribas
Carnegie Investment Counsel sees 'Unnerving optimism' in U.S. markets right now
China's real estate 'mayhem' will slow down in 2025, says management consultancy
3:23
UBS: China cautious ahead of Trump's inauguration; expect volatility before Chinese New Year
Goldman Sachs sees a 'clear acceleration' in India infrastructure spending. Here's why.
1:30
China needs safety nets to drive domestic consumption: Economist
Asian markets have over-prepared for Trump tariffs, while Europe isn't ready: Nomura
Portfolio manager shares three Asian markets for diversification outside U.S. tech
Asia remains 'bright spot' among emerging markets in 2025: Allspring Global Investments
3:29
S&P Global Ratings expects interest rates in Southeast Asia to remain high
3:10
Expect more muted returns for Indian markets in 2025: Fund manager
3:19
UBS expects Taiwan market to take a breather in the first half of 2025
1:44
Tesla needs to 'up its game' to retain leadership in EV transition: Investment strategist
2:15
China's 10-year government bonds yield could drop below 1% in 2025: Aletheia Capital
3:24
China will only make yuan adjustments once U.S. tariffs are announced: Strategist
3:50
'Still plenty of FX related gains to come' in Japan says strategist
3:03
How things could play out for TikTok ahead of January 19 deadline
3:48
China's Caixin manufacturing PMI data not very strong, but not a collapse, says economist
3:59
Dollar will remain strong and well supported in 2025, says FX strategist
4:20
The right proposition will lead to consumer responding and spending, says retail expert
Goldman Sachs: expect China's fiscal policies to expand 'quite meaningfully' in 2025
1:46
Expect China to have more control over critical mineral supply chains: Analyst
2:35
Tech investor shares his preferred sub-sectors in semiconductor eco-system
Portfolio manager says he's 'constructive' on China's market in the long term
4:55
Indian start-ups turning to venture debt for funding: Lighthouse Canton
Peak pessimism for China has passed: Mizuho Americas
It will take a 'significant' amount of time to reflate the Chinese economy: Emmer Capital
1:11
There's been an 'outsized shift' in the U.S. dollar but still see upside in 2025: ANZ
US Treasury yields could go higher, posing risk for Asian currencies: TD Securities
1:43
China has more "precise" ways to counter potential US tariff impact: Steve Hanke
Barclays: Bank of Japan needs to justify normalizing rates
The Fed is flip-flopping and their message was too hawkish in the near-term: Barclays
Bank of Japan faces more pressure to raise rates in 2025, says David Roche
Both the Fed and the BOJ 'don't know what they're doing': Steve Hanke
4:31
Fed's neutral rate could be between 3.5-4%: Jeremy Siegel
3:12
Expect China to use central government balance sheet to support demand: Strategist
4:09
BOJ will want more clarity on Trump 2.0 tariffs before they start raising rates: Strategist
2:01
AUD/USD to trade at low 0.62s in first quarter of 2025: Westpac
2:29
Public sector spending is preventing RBA from lowering interest rates: Betashares
2025 will be a 'turning point' for EVs in India: S&P Global Mobility
3:35
Kioxia may face a challenging journey to regain market share: Analyst
Bull market to continue into the first half of 2025: Winthrop Capital Management
1:45
Iron ore prices could come under pressure in second half of 2025
Chinese consumers still show 'strong desire' to engage in large ticket spending, says MDRi CEO
1:00
Indian equities deserve inclusion in investment portfolios: Citi
2:41
China may be poised for a decade-long bull run: Hedge fund
Valuations in Japan are still 'pretty compelling': Wealth Manager
Nomura sees 'significant resilience' in India's IPO market
3:37
Indian financial services sector priced 'beyond perfection': Strategist
BoFA is skeptical of a policy 'bazooka' from China in the near term
6:37
'No easy way' to stimulate China's consumption, says economist
2:51
North Korea could 'exploit' South Korea's political limbo: Former Foreign Minister
2:26
Ballet: Expect $150,000 Bitcoin in 2025
2:05
Liquidity, not interest rate cuts, is more important for Indian economy: UBS
4:25
Global banking outlook stabilizes, China lags behind: Moody's Ratings
4:39
Like China mid-cap equities ahead of anticipated stimulus: PM
RBI may cut rates in February if winter harvest goes well: HSBC
M&G Investments on two-wheeler versus passenger car firms in India
Surprising if S&P 500 does better than tech sector in 2025: Paul Meeks
India's IPO market is soaring: JPMorgan
2:55
China policy support to boost domestic consumption lacking: BofA
50% chance the RBA could cut rates in February: AMP
Everything Trump says about tariffs is 'utterly wrong': Strategist
U.S. investors may not be able to ignore the geopolitical turmoil for too long, says wealth manager
1:24
USD/JPY to hit 160 by mid/late 2025: BofA Securities
1:36
Bearish on Korean won due to fundamentals, not politics: BofA Securities
1:53
Lululemon is still 'a very new brand' in China: Analyst
3:14
Australian antimony miner discusses China's rare earths export control
'Very valid' to say there are many downside risks to the euro in the next 3-6 months: OCBC
Bitcoin proving to be 'one of the best' Trump trades, says Nomura analyst
South Korea's political turmoil will dent investor sentiment for a long time, says Riedel Research
6:47
Emphasize the centrality of energy security, says U.S. energy official
'A dismal report': Analyst discusses Australia's Q3 GDP numbers
Korean market is not well-positioned in a global economic slowdown, Morgan Stanley says
Sundaram AM SG CEO: MSCI India has outperformed the U.S.
Opportunity for more M&A activity among smaller Australian miners: Analyst
1:28
Real estate investor discusses the impact of elevated interest rates on the industry
4:51
RBI downgrades growth forecast amid disappointing data: APAC economist
2:07
like Japan as Asia's medium-term investment pick: JPMorgan Asset Management
FX markets over-optimism on USD strength: Stanchart MD
Emerging markets can 'shape their own future' despite tariff headwinds: Portfolio Manager
3:15
TSMC buying or running Intel's fabs is 'incredibly speculative at best': Daniel Newman
Citi and Barclays FX strategists discuss potential devaluation of the Yuan and U.S. dollar strength
Market impact of additional Trump tariffs on China will be relatively muted: CICC Research
A quiet takeover of Nissan by Honda might be the 'best thing that could happen': Analyst
OPEC has become 'much more sophisticated' in recent years, says strategist
3:54
Chinese e-commerce needs time for subsidies to materialize: Analyst
1:42
'Full weight of tariffs' on China could send the yuan to 8.42: Barclays
0:45
SET President on Thailand's IPO scene
ANZ expects India GDP growth to slow to 6.8% for fiscal 2025
3:06
Markets euphoria driven by speculation: Portfolio Manager
We expect deflationary pressure in China to continue, says Standard Chartered
5:03
Trump's trade policies will 'expand and go beyond' economic objectives: EIU
Trump is adopting a ‘European approach’ to tariffs: Toscafund Hong Kong
Dell is a leader in preparedness for Trump's potential policies and have potential upside: Analyst
Adani fallout: Indian market is not just made up of 1-2 corporate groups, says portfolio manager
Expect USD/INR to remain in the range of 84-85: Motilal Oswal Mutual Fund CIO
3:38
Nico Rosberg explains what's being done to help European startups scale across borders
2:10
Bangkok Bank executive discusses the country's need for economic restructuring
Maybank sees Trump’s tariffs causing weaponization of currency
4:27
Expect RBNZ to 'slow down' pace of monetary easing in 2025: HSBC
There isn't a convincing setup to increase exposure to Asia markets now, says Lombard Odier
1:15
Gold will still be able to find support drivers, could hit $3,000 by end 2025: CBA
In the near-term, Bitcoin will not see the volatility of the past years: Fred Thiel
Invesco: investors 'too greedy' in China stimulus expectations
