CLSA's new export orders index plummeted to 28.2 in November, from 44.3 in October.
The CLSA index also looks at health, relationships and work for the year to come.
CLSA, an investment bank, believe recent growth in the South Korean economy cannot justify all this.
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After a slower 15% growth spurt last year, CLSA predicts a 20% jump in luxury consumption in 2013.
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By far the gloomiest is CLSA, a broking firm, which is predicting a horrendous 11% drop in 2009.
The gap is "fairly sizeable...about 5% or so, " says Chris Richter, CLSA Senior Analyst, Japanese Autos in Tokyo.
Return to the overseas investment theme, which Mr. Smith of CLSA suggests is a significant underreported benefit of TPP.
Nimish Joshi of CLSA, a broker, worries that winning big deals or scaling up existing accounts will be tough.
Andy Rothman , China Macro Strategist for CLSA Asia-Pacific Markets, continues to expect about 8.5 percent GDP growth in 2012.
However, Chris Wood, an analyst at CLSA, a brokerage, argues that China is doing more for global rebalancing than America.
Revenue increased more than 21 percent in 2010 and has already jumped more than 31 percent in 2011, CLSA data shows.
Aashish Agarwal of CLSA, a broker, says he is not too worried about borrowers suddenly being unable to afford interest payments.
"This looks like the selloff that so many on the sidelines have been waiting for, " said Nicholas Smith, CLSA's Japan Strategist in Tokyo.
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For a dose of good news on China, a reliable go-to guy has been Andy Rothman, a Shanghai-based macro strategist at CLSA Securities.
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The number of luxury stores in China has nearly doubled over the past five years, according to estimates from brokerage CLSA Asia-Pacific Markets.
That would still leave Kumho Asiana about 1.7 trillion won short of its obligations under the put option, according to CLSA, a broker.
Another reason is that shopping for bling is part of the fun, says Aaron Fischer, head of Asian consumer research at CLSA in Hong Kong.
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CLSA's Christopher Wood says European economies are now feeling the crunch.
"I think it will be difficult for them to control the currency, " said Anthony Nafte, a senior economist at CLSA Asia-Pacific Markets in Hong Kong.
Andy Rothman of CLSA says it was consistent with his expectations.
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Thai Union Frozen Products, headquartered in Bangkok, sells for ten times a 2007 earnings estimate from CLSA, a Hong Kong brokerage specializing in emerging market stocks.
Cree shares are trading lower Monday morning after CLSA Asia-Pacific Markets analyst Mark Heller chopped his rating on the LED lighting to company to Underperform from Outperform.
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The luxury goods market that Kramer mentioned: China will have a 50% share of that market, estimates CLSA, one of the largest investment firms in the Asia Pacific.
With backlogs down and inventories rising, CLSA's seasonally adjusted employment index fell to 46.0, from 48.2 the month before, indicating that manufacturers are responding by reducing their workforces.
"Monday's reaction to the Cyprus situation was not unexpected given stocks' stellar performance over the past several weeks, " said Nicholas Smith, Japan equity strategist at CLSA in Tokyo.
Veeco shares are trading sharply lower Tuesday after CLSA Asia-Pacific Markets analyst Mark Heller cut his rating on the maker of LED manufacturing equipment to Sell form Underperform.
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Few will hit the mark, says CLSA analyst Avi Silver.
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But the CLSA analyst says 11, 000 job cuts are just an initial tremor and that an earthquake or more radical restructuring needs to be happen before April 16.
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Andy Rothman , China Macro Strategist for CLSA Asia-Pacific Markets, believes there is a 75 percent probability that housing restrictions will be eased by the second quarter of 2012.
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