Cisco Systems is trying to position itself as not just the leader in communications, but also in IT, says its CEO and chairman, John Chambers. He speaks to CNBC's Martin Soong and Simon Machell, CEO of Asia Pacific of Aviva about the company and its stronger-than-expected earnings.
Given the shape of the auto industry globally, China is providing a large amount of relief to automakers, notes Mohit Arora, senior director for India at JD Power & Associates. He analyzes the health of the auto industry, with CNBC's Karen Tso.
Lim Say Boon, chief investment strategist at Standard Chartered Group Wealth Mgmt, says the reflation trade is likely to continue in the very near term, which will bode well for tech stocks. He advises investors with a lower risk appetite to consider pharmaceuticals and utilities.
As I sit through a lengthy explanation of how Sergio Marchionne plans to turn around a struggling Chrysler, one question keeps running through my mind: Do we think this plan will work? Read More
China's stimulus package has triggered the biggest investment boom in the country since 1993 and that will fuel growth for infrastructure and industrial sectors for the next few years, says Sun Mingchun, chief China economist at Nomura. He tells CNBC's Amanda Drury more.
Crude oil has replaced the dollar as the new reserve currency, according to Kevin Kerr, president & chief trading officer for Kerr Trading International.
It is the volume of orders, not the strengthening of the yen, that affects corporate Japan's bottom line, says Naomi Fink, Japan strategist at Bank of Tokyo Mitsubishi. She explains more to CNBC's Amanda Drury.
Uwe Parpart, chief economist & strategist for Asia at Cantor Fitzgerald/United Securities, says China is a definite 'buy' at this point as he sees a domestic demand-driven recovery there, as well as an export rebound when its stimulus package expires.
If you want to get a sense of just how unclear the auto industry is about how much sales will rebound, ask the different sales chiefs at the automakers. Read More
Australia can afford to raise interest rates as a few rate hikes won't derail its economy but a swift rise in the Australian dollar could, warned Benjamin Pedley, MD & head of advisory services at LGT Investment Management.
Gold is being rediscovered as a monetary asset, says Marcus Grubb, MD at the World Gold Council, which explains the strong gains seen recently in the precious metal's price. He reveals how best to gain exposure to gold, in this installment of "Protect Your Wealth."
Andrew Pease, investment strategist at Russell Investment Group, is cautious on commodities as they have run pretty hard. He also sees evidence that China has been stocking up and warns that it may start to destock over the next few months.
An asset allocation approach with a good mix of everything is what an investor needs, advised Bhaskar Laxminarayan, Asia CIO of Pictet & Cie. Read More
Japan's benchmark stock index the Nikkei Average fell below the 10,000-level for the first time in three weeks last week, and has since had little success maintaining its upward momentum. From a chartist's point of view, the index will continue to struggle in the near term. Read More
Reporters and editors are already calling Ford's third quarter earnings surprising. And yes, it is surprising when analysts are expecting a company to lose 12 cents a share, and it earns 26 cents/share. But make no mistake; the blue oval has been going from red (losing money) to black (making money) for some time. Read More
There is a "natural" brake on growth in Australia, notes Kingsley Jones, international portfolio manager at Macquarie Funds Mgmt Group. He tells CNBC's Lisa Oake what it is, as well as how some of the excess stimulus may be withdrawn from the economy.
Beijing said it would soon resume U.S. pork imports following last week's U.S.-China trade talks. U.S. agriculture secretary, Tom Vilsack explains the significance of the deal on trade relations between the two sides to Cheng Lei.
Kingsley Jones, int'l portfolio manager at Macquarie Funds Mgmt Grp says the weak dollar has improved the competitive position of U.S. manufacturers, especially those in agriculture equipment, coal mining equipment and infrastructure for oil & gas sectors.
Discussing the rationale for the new ChiNext in Shenzhen, Neil Katkov, senior vice president, Asia research at Celent says the Nasdaq-style start-up board is likely to have a bumpy ride due to overpriced IPOs and declining value. He speaks to CNBC's Martin Soong and Cheng Lei.
Regulatory reform is critical to job creation and sustainable global economic growth, Barclays President Bob Diamond told CNBC Thursday. "The goals that we all have are very, very clear. We want a safe and sound financial system," he said.
Despite a dismal earnings report card from Nintendo, Hiroshi Kamide, gaming and software analyst at KBC Securities, tells CNBC's Martin Soong and Sri Jegarajah that 2010 will be a better year for the company.
Robert Howe, CEO of Geomatrix, likes Hong Kong stocks that were listed when no one wanted them, such as China Metal Recycling, China Zhongwang, China Singyes Solar and Rexlot Holdings.