Tokyo, Japan – 31 March 2025: CITIC CLSA is pleased to announce that the Japan Forum 2025 will be held from 20-22 May at the Grand Hyatt Tokyo. Over three action-packed days, our event will bring together an exciting lineup of influential thought leaders, our top-rated research analysts and senior executives from more than 160 prominent companies to connect with over 600 institutional investors from around the world.
With structural inflation taking hold, salary growth reaching its highest level in decades, and the Bank of Japan breaking ground with rate hikes, Japan is undergoing a pivotal shift towards economic normalisation. Despite changes in the ruling government, the country remains politically stable and well-positioned for growth, with wage increases likely to outpace inflation. Our Forum will take place shortly after the release of full-year fiscal results, providing an ideal platform to explore investment opportunities across key themes, including macroeconomics, automation, retail, corporate governance, leisure, property and materials. Delegates will engage with diverse perspectives through thought-provoking speaker presentations and panel discussions.
Edward Park, Deputy Chief Executive Officer at CITIC CLSA, said: “We are excited to invite investors to join us in Tokyo for the CITIC CLSA Japan Forum. The Bank of Japan has finally broken its taboo of rate hikes, and the economy and key sectors are shaping up. Our Forum will provide an essential opportunity for investors to grasp the economic and market trends emerging in Japan, offering unparalleled access to the expert insights, in-depth analyses and strategic visions needed to navigate the opportunities and challenges ahead.”
Baifeng Hu, Management Committee Member and Country Head of Japan at CITIC CLSA, added: “Healthy inflation and sustained wage growth are ushering Japan back into the fast lane of economic development, helping investment opportunities bloom. Take the primary market, for instance: new capital fundraising for Japan-focused private equity funds in 2024 doubled compared to five years ago, accounting for 1/6 of all Asia PE strategies and indicating the nation’s reemergence as a mainstream allocation destination in the region.”
Oliver Matthew, Head of Institutional Equities at CLSA Japan, said: “The winds of change are still blowing strong in Japan. Inflation is now expected and has led to ongoing changes in the corporate and consumer mindset. With the BOJ likely to continue raising rates, private equity and activist activity increasing, and corporates looking to increase profitability, now is the perfect time to discuss the outlook for the market.”
Shaun Cochran, Head of Research at CLSA, said: “The current market dynamics reflect a historic economic transformation in Japan. The long-sought-after inflation revival has finally arrived and bond, currency and equity markets are all responding. There is also extraordinary alpha in the governance changes. Are the barbarians being welcomed at the gate? Come and see for yourself – the best way to validate the opportunities is on the ground. We remain fully invested in delivering the world-class Forum experience CITIC CLSA is known for and look forward to seeing you there.”
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About CITIC CLSA
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform.
Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals.
CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players.
Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com.
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