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

Asset prices and the Fed

BY Christopher Wood / Jan 2019
The flattening in the Treasury bond yield curve signals that US cyclical strength from the sugar rush of tax reform has peaked. GREED & fear’s base case remains that the US reverts to slower trend growth, but falling asset prices and rising credit spreads have created the risk of an uglier outcome.
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Thematic Report

Global surprises 2019

BY Shaun Cochran / Jan 2019
Our third thematic Global Surprises report, sister to our annual Global Themes, offers 10 big-picture ideas that we believe are not priced and could potentially move the market over the next 12 months.
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Thematic Report

Global Themes 2019 - What to watch for

BY Shaun Cochran / Dec 2018
It’s that time of the year when we gather the collective heads of CLSA and lay down the tarot cards and glean what the next investment year may hold.
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Markets

Market Report

India Themes 2019 – What to watch for

BY Mahesh Nandurkar / Jan 2019
Mahesh Nandurkar believes political uncertainty in India will impact investor sentiment and that a rerating is unlikely as valuations remain elevated, despite strong earnings growth. He looks at the themes, sectors and stocks that will be key 2019 performers.
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Market Report

Korea strategy - Data points that will shape 2019

BY Paul Choi / Jan 2019
The Kospi should fare better in 2019 as the key risks are largely known. While Head of Korea Research Paul Choi does not have pressing reasons to believe Korea will outperform its peer markets, he remains positive on logistics, shipbuilding, batteries and DRAM.
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Market Report

China - EV market insights

BY Yuxing Zhang / Jan 2019
With rising customer acceptance, China’s EV market is accelerating, but the pressure is on policymakers to allow foreign-battery makers to manufacture in China to support the incubation of a high-quality supply chain.
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Sectors

Sector Report

Cybersecurity - A greyhat guide to everything infosec

BY Shaun Cochran / Feb 2019
Digital sabotage is an ever-present danger, and arguably the biggest threat to a company's bottom line. This is essential reading for all executives, not because it has the answers, but because it will convince you no-one does and that you should focus on a proactive culture to combat complacency.
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Sector Report

Examining the auto downturn

BY Haixu Qiu / Jan 2019
Our surveys of auto dealers and consumers in China suggest that the negatives that haunted the passenger-car market in 2018 will continue to have an impact in 2019, and that potential car buyers are far
more likely to consider purchasing new energy vehicles.
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Sector Report

How logistics shapes shopping

BY Oliver Matthew / Dec 2018
Ecommerce has sparked sweeping changes in how consumers shop. Customers want things faster and with greater control, convenience and choice, requiring retailers, brands and platforms to develop and deliver new solutions. Logistics is tapping into this S$3tn market.
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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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