22nd CLSA Investors’ Forum opens today in Hong Kong with a focus on global instability and China’s ‘new normal’

Hong Kong


Hong Kong – Monday 14 September 2015: CLSA Limited (CLSA), Asia’s leading and longest-running brokerage and investment group opens today the 22nd CLSA Investors’ Forum, one of the largest and leading global investment conferences in the asset management industry.

The 22nd CLSA Investors’ Forum provides more than 1400 global fund managers and 230 leading listed corporations from 30 countries a platform for discussion and debate on market drivers including foreign policy and currency volatility; financial, political and structural reform; capital preservation, corporate governance and more.

Against a backdrop of global uncertainty and heightened regional complexity, CLSA Chairman and CEO Jonathan Slone says Asia presents a complex picture in 2015.

“With market sentiment driving big swings, there is a need to refocus on fundamentals as the long term growth drivers. In the case of China, continued urbanization and development of the service sector will provide a basis of growth while China adjusts its industrial sector to the realities of excess capacity in a more mature domestic economy,” Slone said.

CLSA provides a detailed view on China through several new reports to be issued this week. In Great Transition 2, CLSA’s Head of China-HK Strategy Francis Cheung looks at why China’s economy has weakened and how the service sector, now the largest employer and largest part of the economy, will offset major risks and prevent a hard landing.

A year since it was announced, China’s One Belt, One Road strategy is reviewed by CLSA’s Head of China Industrial Research, Alexious Lee, in a joint report with CITIC Securities. OBOR: Silk Belt and Sea Road reviews the countries and sectors that will benefit most from China’s ‘brilliant plan’ to export its overcapacity, establish strategic geo-political alliances, harness energy security and form a giant new free-trade zone.

Forum delegates will hear from more than 40 CLSA analysts on China’s banking, energy, education, gaming, healthcare, luxury and property sectors, while regional updates on commodities, consumer, economics, finance and technology are provided along with market updates on India, Indonesia, Japan, Korea, Philippines, Singapore, Sri Lanka, Taiwan and Thailand.

Adding to the dialogue are 50 industry luminaries in fields ranging from clean energy, to oil and gas, to autonomous cars as well as economic and financial-market analysis. Among the big-picture thinkers is former European Central Bank governor Jean-Claude Trichet who shares his thoughts on the Greek crisis; while political economist Mark Blyth offers another view on the Eurozone. Amid one of the most colourful presidential campaigns in US history, pollster Frank Luntz returns to answer the question: will anyone trump Trump? Stanford’s clean-energy disrupter Tony Seba, Harvard’s mindfulness maven Ellen Langer, tech scribe Shane Snow, Polar-explorer Ben Saunders, financial prophet David Roche and contrarian Marc Faber will also take the stage throughout the week.

On Wednesday 16 September, Nicolas Cage, one of the most versatile actors of all time equally known for his poignant portrayals in both drama and comedy, will discuss his prolific four-decade movie career comprising 82 films in which he has either appeared or provided a character voice. He is followed by former US security contractor Edward Snowden who will address CLSA clients via satellite from Moscow. Nicolas Cage will next appear in Oliver Stone’s movie Snowden, set for release in December 2015.

The 22nd CLSA Investors’ Forum is an invitation-only event for CLSA clients and runs from Monday, 14th – Friday, 18th September 2015 at the Grand Hyatt hotel in Hong Kong.