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

Privacy as a product

BY Shaun Cochran / Apr 2019
March marked a rare occasion for Theorality: a positive take on Facebook’s prospects. The New York Times reported that the tech firm is working on a secretive project to issue a crypto currency to facilitate instant payments. The potential scale of the offering makes this a story investors must track.
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Thematic Report

China beats the world

BY Oliver Matthew / Apr 2019
In 2005, our seminal China eats the world report highlighted the country’s insatiable appetite for commodities. Today, the Chinese are looking to beat the world in sports consumption. The market can potentially become the world’s largest and is a must-win game for various brands, organisations, media channels and product makers.
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Thematic Report

Natural gas - The LoNG game

BY Ken Shin / Apr 2019
The transition towards a lower-carbon economy will have a profound impact on the global energy market. Natural gas will be the fastest-growing fossil fuel, aided by abundant cheap supplies and supportive environmental policies around the world.
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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.
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Special Report

ESG Reporting

BY Charles Yonts, CLSA & Jamie Allen, ACGA / Dec 2018
ESG reporting: Asia experiences 'race to the top' Momentum grows for mandatory ESG reporting in Asia
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Special Report

Dual class share and shareholder right

BY Charles Yonts, CLSA & Jamie Allen, ACGA / Dec 2018
‘Second-class’ shares dent Asia’s corporate governance Asia moves in the wrong direction on dual-class shares Introduction of dual class shares hurts Asian corporate governance
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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

Philippines - Lots of people!

BY Alfred Dy / Apr 2019
Robust population growth will see the Philippines’ strong domestic story continue to gain momentum in coming years. This has positive implications for property developers, consumer companies and quasi-consumer plays.
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Market Report

China - A US$1tn deal

BY Haixu Qiu / Apr 2019
An additional US$1tn in imports from the USA over a six-year period would further integrate the two leading economies, thereby reducing the risk of “economic delinking” and the consequent damage to China’s supply chain.
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Market Report

Eye on Asian economics – Stall speed

BY Eric Fishwick / Mar 2019
The slowdown in developed-economy demand continues, with Europe the weakest region. But it is a collapse in Asian trade in 1Q19 that has taken global trade growth negative for the first time since 2012.
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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

Korea autos - Virtuosity

BY Dohyoung Kim / Apr 2019
With powertrain upgrades, better segment positioning, improved pricing and a favourable won exchange rate, Korean automakers are orchestrating a virtuous cycle.
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Sector Report

Thai oil & gas - Pumping up

BY Narongpand Lisahapanya / Apr 2019
For Thai oil firms, petrol-station chains are an asset-light business through which they can sell fuel at wholesale prices and realise attractive margins.
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Sector Report

Japan retail - Wish fulfilment

BY Oliver Matthew / Apr 2019
Japanese retailing faces three major challenges in the next decade: depopulation and a contracting consumer market; labour shortages; and ecommerce. CLSA U specialists Michael Causton and Roy Larke give a flyover of this evolving and dynamic space.
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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.
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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

Feb 2018

CLSA TV

BY Merlissa Trisno / Jun 2016

CLSA TV

BY Seungjoo Ro / May 2016
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