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US Inflation Reduction Act: A catalyst for climate action
The Inflation Reduction Act 2022 (IRA) – containing sweeping tax credits/incentives and grants/loan programs across multiple industries – is the most ambitious and comprehensive legislative action the United States has ever taken on addressing climate change. Funding for innovation and R&D could position the US as a leader in the low-carbon economy in the 2030s and beyond.
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Investment Outlook 2023 – a fundamental reset
In hindsight, 2022 marks the year when geopolitics took center stage, not only significantly impacting the global economy and financial markets, but resetting international relations and global international commerce.
This has implications for short-, medium-, and long-term growth, price prospects, and monetary and fiscal policy, potentially leading to sizeable shifts in the global monetary system with reverberations in financial markets. -
Decarbonization will help China move up the global value chain
China’s targets for carbon neutrality call for an economic transformation on an unprecedented scale. This also presents significant opportunities for businesses and investors. But will the current global energy crisis derail China’s ambitions? Can it maintain its dominance in the clean energy supply chain? Policy experts, industry insiders and investors share their views.
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Global growth outlook and geopolitics add to headwinds for China
Soaring inflation, rising interest rates, and conflict in Europe have led to significant market volatility in 2022. With China’s economy also under pressure, what challenges will investors face in 2023? Kishore Mahbubani and Credit Suisse’s own Nannette Hechler-Fayd’herbe and Zoltan Pozsar provided their perspectives at the China Investment Conference. How far could inflation go? Will the US enter a recession? Can China stimulate economic growth? Catch up with their insights here.
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Influence of Asia’s demographic changes on the world’s markets
In the ten years ending in 2019, ten economies in Asia, the so-called A-10, made up 50% of incremental global GDP and 60% of incremental goods exports, and supplied USD 5 trillion in capital to the rest of the world. As half of these countries are aging rapidly, how will the global supply of labor and capital be affected?
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Kishore Mahbubani: China and the U.S. must reflect on their long-term interests and cooperate on global issues
On the sidelines of the Credit Suisse China Investment Conference, we spoke to Kishore Mahbubani, Distinguished Fellow of the Asia Research Institute at the National University of Singapore and former President of the United Nations Security Council, about prospects for cooperation between China and the U.S. and why Asian countries need to speak out.
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Lawrence H. Summers: Fed moves are encouraging, but higher rates will impact the rest of the world
Ahead of the 13th Credit Suisse China Investment Conference, we caught up with Lawrence H. Summers, Former Secretary of the Treasury of the United States; President Emeritus and Charles W. Eliot University Professor, Harvard University, to discuss the outlook for the US economy and what it means for China.
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A New Compass: Navigating China’s economic transformation
China’s economic transformation is being tested by a fierce combination of external forces and domestic policies. Yet as China evolves, its capacity for innovation and its sophisticated consumer base are creating opportunities for those able to navigate the changing landscape. The 13th CIC offers insights to help investors unpack these complex dynamics.
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The future of sustainable investing
Climate change and human rights issues have driven a dramatic growth in sustainable investing over the last decade. In 2021, 36% of all assets globally were managed with some form of sustainable link, up from 22% in 20121. Investment levels need to rise further still in order to achieve long-term sustainability targets.
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Global CIO video: "Economic backdrop remains challenging"
Recent weeks have not been for the faint-hearted. Investors have had to stomach sharp market moves typically reflective of bear market environments. Equity markets have been resetting, pricing in the fact that central banks, first and foremost the US Federal Reserve, are continuing to aggressively hike interest rates to bring inflation back to target.
