CLSA it appears has gone Korea ga-ga. The broker has earned a reputation for making big calls, and doing it with a certain flair - for example, launching its Hong Kong 'Boomtown' report 12 months ago using Hong Kong cinema as a hook. To be fair to CLSA's judgement, the 'Boomtown' call turned out to be a good one, and now its 'Korea wave' call, demands similar attention.
The Hong Kong-based broker has just completed a roadshow to five cities to posit its view that Korea's blooming popular culture is having a synergistic impact on the nation's key brands. Likewise the pop culture 'feelgood' factor is boosting domestic confidence, and...
