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Hosted by @martinsoong and @cnbcsri - your place for in-depth financial market analysis
Joined September 2021
The unwinding of the yen carry trade has turned markets upside down in the last week – ANZ's Khoon Goh says the messy part of that is over, and that the Chinese yuan could come next. $JPY $CNY @Khoon_Goh
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Everyone's talking about Tim Walz's "deep China ties" – @sam_vadas digs a bit into what that really means, and what it could spell out for a Harris-Walz administration.
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Eurasia's @ianbremmer talks about what's at stake for the US elections now Biden's dropping his re-election bid: 'it's now a much closer race'.
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Where does Kamala Harris stand as a possible presidential nominee – within her party and among the US electorate? @FrankLuntz gives us the odds.
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US President Biden fields questions for nearly an hour in a rare & high-profile press conference. We talk about the highlights and missteps.
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Japan is giving the yen a facelift – changing its bank notes for the first time in twenty years. @martinsoong and @linreporting talk about why not everyone is a fan.
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What could Apple's AI strategy be in China? @martinsoong chats with @sam_vadas, who's covering the Mobile World Congress in Shanghai. @MWCHub
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Colin Simpson, CFO of @Manulife, talks to @EmilyCNBC about the insurer's financial targets and where he sees the improvements coming from.
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Toyota shareholders have re-elected Akio Toyoda as chairman – but is the company in the clear? Ahead of the AGM, @MartinSoong, @CheryKang and @linreporting talk about what's at stake. $TM
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What's Europe's "China strategy", and do Hungary and Germany's opposition to the new EV tariffs show a lack of unity? @sam_vadas helps us hash it out.
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ARK expects Tesla to be valued at $2,600 a share by 2029. @ARKInvest's @TashaARK talks about her case for $TSLA – and why robotaxis will be a core part of its future value.
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How long will this gold rush last? Gold just recently hit an all-time high – and @UBS Joni Teves says $XAU could scale even further heights, reaching as much as $2,800 in the next two years.
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Coresight Research CEO Deborah Weinswig talks to us about some of the most interesting consumption trends around the world – from secondhand luxury, to weight-loss drugs like Ozempic.
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Right-wing parties have made big in-roads in the European parliament. @Silvia_Amaro gives us an update on the EU elections from Brussels, and the broader impact.
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Investors are still divided on when and how many times the Fed will be cutting rates. @Citi analysts are leaning towards four by the end of 2024 – global economist Robert Sockin explains why.
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The surprising results from the Indian general elections may reveal some weaknesses in PM Narendra Modi's economic growth push – but Jonathan Pain believes the country's long-term prospects hold strong. @ThePainReport
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Aswath Damodaran, the Dean of Valuation, explains why he cares about stock 'ages' – and why Nvidia has been 'reincarnated'. @AswathDamodaran
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India's Narendra Modi has secured a third term as prime minister – but his BJP has underperformed, losing its outright parliamentary majority for the first time in ten years. How did analysts, exit polls and even Modi get it so wrong? @cnbcSri
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.@CNBCSri dives deeper into Indian farmers' issues as the country's massive general election draws to a close.
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