Insights

What’s the big idea?

For 30 years, CLSA has asked this question to deliver differentiated insights on the issues driving global growth.

Thematic

Thematic Report

E-bikes - Taking charge

BY Ken Shin / Mar 2019
Electric bikes continue to gain traction in Europe, and sales in the USA will shift up a gear as regulations take shape. A rebounding China market will also be a stabiliser for the traditional two-wheeler.
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Thematic Report

High-tech babies

BY David Li / Mar 2019
Scientists are taking assisted reproductive technology to the next level. We explore the innovation and tech upgrades helping doctors screen out genetic abnormalities at the embryotic stage, leading to healthier babies.
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Thematic Report

Factory 5G

BY Leonne Chen / Mar 2019
CLSA has been leading research into the automation revolution since our seminal Automating Asia report in 2008 through to the blockbusting Botstock of two years ago. In a new report we look at how cellular 5G will transform the factory floor and accelerate the adoption of industrial Internet of Things.
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Markets

Market Report

FONGO Down Under

BY Christopher Wood / Mar 2019
Australian housing loan commitments are likely to keep plunging so long as banks keep assessing a borrower’s ability to service a mortgage on an assumed 7.25% borrowing rate even though it is now possible to get a mortgage at a market rate of 3.55%.
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Market Report

Gallop to glory: Thailand and Vietnam

BY Anthony Nafte / Mar 2019
US protectionism has started the ball rolling for Asia supply-chain realignment. Vietnam’s continuing foreign-direct-investment surge and Thailand’s established supply chains leave both well placed to meet the challenge.
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Market Report

Industrial evolution

BY Sarina Lesmina / Mar 2019
Indonesia’s unique government-endorsed B2B models are attracting increasing investment, especially from China. With the length of toll roads doubling in the past five years and improving connectivity, industrial evolution is paving the way to sustained growth.
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Sectors

Sector Report

Courting Miss Saigon

BY Yew Kiang Wong / Mar 2019
Rising foreign direct investment, higher disposable income and rapid urbanisation could see Vietnam’s housing market experience similar growth to that of China’s two decades ago. Our proprietary survey confirms Singapore developers’ strong franchise among local buyers.
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Sector Report

Skin Gold China 4

BY Oliver Matthew / Feb 2019
Our fourth proprietary survey of Chinese cosmetics consumers provides an in-depth look into purchasing behaviour and brand perception. Premium-segment success is crucial, given the category’s growing importance, with opportunities for Japanese and Korean luxury brands.
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Sector Report

Global smartphone cameras - More is more

BY Cherry Ma / Feb 2019
Smartphone photography is on a roll, with handsets launched year to date packed with two to five back cameras. Cherry Ma expects camera-lens volume to reach 3.76bn units in 2019, increasing to 6.38bn units by 2023.
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Thematic Report

E-bikes - Taking charge

BY Ken Shin / Mar 2019
Electric bikes continue to gain traction in Europe, and sales in the USA will shift up a gear as regulations take shape. A rebounding China market will also be a stabiliser for the traditional two-wheeler.
MORE
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Investor Forums

CLSA’s renowned Investor Forums are known for their content, corporate access and investor insights.

As a platform for knowledge exchange, CLSA Forums examine the economic, political, financial, environmental and technological trends impacting global markets today.

The 16th Asean Forum will be held from 13 to 15 March 2019 at The Grand Hyatt Erawan in Bangkok, Thailand. 

Southeast Asia’s markets have delivered a mixed performance so far this year, with only Thailand and Malaysia in positive territory. Valuations are reasonable, but the region’s market liquidity has been reduced to less-than-healthy levels. However, trade-war tensions may well put it back on the foreign-investment radar, and have already seen evidence of manufacturing pockets expanding in the region.

Thailand takes centre-stage chairing Asean in 2019, and all eyes will be firmly on its first general election in seven years. Likewise, Indonesia will see presidential elections and CLSA will continue to focus on its infrastructure and healthcare. Thematically, the Asean Forum will explore “New Malaysia”, while the Philippines’ rural growth, infrastructure and property development remain core investment themes.

The Forum is also expanding its frontier footprint to include companies from Vietnam, Myanmar, Bangladesh and Pakistan, in addition to Sri Lanka.

For more information on the 16th Asean Forum, please contact forum@clsa.com

Follow CLSA’s Forums at @CLSAInsights and on LinkedIn.

CLSA TV

A selection of video and media coverage from CLSA.

CLSA TV

Sep 2018

CLSA TV

Sep 2018

CLSA TV

Sep 2018

CLSA TV

Sep 2018

CLSA TV

Mar 2018

CLSA TV

Feb 2018

CLSA TV

BY Christopher Wood / Oct 2017

CLSA TV

BY Merlissa Trisno / Jun 2016

CLSA TV

BY Seungjoo Ro / May 2016
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