Market Factors: A novel investment strategy perspective and 10 global stock picks
This edition of Market Factors begins with research from a Hong Kong-based broker-dealer offering a different spin on investment strategy and stock picks. A bullish view on the AI rally follows and I discussed the importance of TAM in the diversion section.
Outlook 2026
CLSA’s top global stock picks
CLSA Ltd. was formerly known as Credit Lyonnais Securities Asia when founded in Hong Kong in 1986. Now owned by CITIC Securities, China’s largest investment bank, CLSA’s research can often provide a usefully novel perspective relative to the frequent banality of Wall Street consensus.
A Monday research report summarized CLSA’s expectations for global investment themes in 2026. Helpfully, the forecasted themes are crystallized into 10…
