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

Markets

Sectors

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.