The 18th Annual CITIC CLSA Japan Forum Starts Today

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Tokyo – 23 May 2022: The 18th Annual CITIC CLSA Japan Forum opens today. Held virtually for a third consecutive year, our five-day event connects over 500 institutional investors from around the globe, around 140 leading companies from Japan and beyond, a stellar lineup of key opinion leaders and expert speakers, as well as our highly-rated CLSA and CITICS analysts. Hosting more than 50 webinar sessions over four days from 24-27 May (Tuesday to Friday), this year’s Forum features in-depth and well-rounded views from distinguished speakers on six key themes that are top-of-mind for those considering investing in Japan.

Day Two of the Forum kicks off our webinar sessions with the themes of Corporate Governance, ESG and Macro and Reopening, exploring how key industries and sectors are shaping up as the country gradually reopens and its economy rebounds. As ESG becomes increasingly important for investors, sector specialists take a close look at governance ecosystems in Japan. CLSA’s Chief Equity Strategist Alex Redman and Chief Economist Eric Fishwick share their insights on the country’s economic development through a global lens; while our Japan Strategist Nicholas Smith sheds light on why 2022 is still Japan’s year. 

Oliver Matthew, Country Head of CLSA Japan, says: “Japan has launched various initiatives and stimulus packages to support the economy, against a background of prolonged Covid-related restrictions and worldwide inflation. As the world gradually reopens, we see an opportunity for growth and investment in Japan as the country reinvigorates itself and begins to harness post-pandemic global economic momentum. Our Forum explores topical themes, delivering trusted actionable ideas to help investors manage their portfolios as Japanese businesses navigate the post-Covid landscape.”

Day Three’s theme of Energy Transition discusses how the traditional carbon economy is slowly and steadily giving way to renewable energy and more sustainable operational models. CLSA’s autos analyst Christopher Richter discusses the industry’s rapid shift as it continues to embrace electric vehicles (EVs). Our keynote speaker, Professor Gerbrand Ceder of the University of California, offers fresh perspectives on EV battery technology, while renowned clean energy expert Chris Goodall presents his views on current and future hydrogen trends.

Efficiency, rising labour costs and stricter quality requirements have pushed manufacturers worldwide to adopt higher levels of automation. Day Four’s theme of Robotics and Warehouse Automation and Technology Innovations has our speakers explore cutting-edge developments making future automation solutions more flexible, far-reaching and cost-efficient. Keynote speaker, Plus One Robotics founder Erik Nieves, examines the latest breakthroughs in warehouse automation, while our Semiconductor Production Equipment Panel, featuring corporate speakers from Disco, Advantest and Tokyo Electron, provides on-the-ground insights and updates on investment opportunities within the sector.

Closing the event with Day Five’s Digitalisation theme, investors will hear about the latest digital transformation trends and Japan’s changing regulatory environment. Key corporate leaders – including Sega Sammy’s President and Group CEO, Haruki Satomi and SoftBank Group’s Board Director, Yoshimitsu Goto – discuss how their companies are embracing digitalisation. Our own Oliver Matthew and CLSA technology analyst Hideo Noda identify the key winners and losers in the digital era. In two highly differentiated keynote sessions, Kepios CEO Simon Kemp looks at how Japan stacks up against other markets, while Michael Causton and Roy Larke, cofounder and editor-in-chief of JapanConsuming respectively, examine the transition to ecommerce in the fashion distribution sector.

Kai Kaufmann, CLSA’s Head of Corporate Access and Client Strategy, says: “We are delighted to host the 18th Annual CITIC CLSA Japan Forum, providing global institutional investors unparalleled access to global leading corporates, industry experts and thought leaders. Over five enlightening days, we will present more than 50 thematic Zoom-based webinars and hundreds of virtual one-on-one and group meetings featuring Japanese corporates, most of which being represented by top-management.”

About CLSA Limited

CLSA, CITIC Securities’ international platform, provides global investors and corporates with insights, liquidity and capital to drive their growth strategies.

Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management.

As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CLSA is uniquely positioned to facilitate cross-border capital flows and connect China with the world and the world to China.

CLSA operates from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit www.clsa.com.

Media Contacts

Peter Joblin
Director of Communications, CLSA
T: +852 2600 8046
E: peter.joblin@clsa.com

 

Lizzie Wang
Communications Specialist, CLSA
T: +852 2600 8459
E: lizzie.wang@clsa.com