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Squawk Asia

@asiasquawkbox

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calendar_today16-09-2021 06:29:10

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India's massive seven-phase election draws to a close as 642 million votes are counted today. Sri Jegarajah gives us a taste of what's at stake, as early results show an easy victory for Prime Minister Narendra Modi & the #BJP-led alliance.

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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? Sri Jegarajah

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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. Jonathan Pain

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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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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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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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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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ARK expects Tesla to be valued at $2,600 a share by 2029. ARK Invest's Tasha Keeney talks about her case for $TSLA – and why robotaxis will be a core part of its future value.

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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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Toyota shareholders have re-elected Akio Toyoda as chairman – but is the company in the clear? Ahead of the AGM, Martin Soong, @CheryKang and Lin Lin talk about what's at stake. $TM

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Japan is giving the yen a facelift – changing its bank notes for the first time in twenty years. @martinsoong and Lin Lin talk about why not everyone is a fan...

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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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Where does Kamala Harris stand as a possible presidential nominee – within her party and among the US electorate? Frank Luntz gives us the odds.

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Eurasia's ian bremmer 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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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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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