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Will Canada's LNG Production Support New EU Demand?
With an array of European officials (most recently a German contingent) looking to Canada for some potential energy solutions, we focus on Canada's LNG potential from a selection of existing projects along with some stock market exposure – primarily via US-related assets for several large energy infrastructure companies.
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Wage negotiations 2023: What can we expect?
Credit Suisse publishes “Monitor Switzerland” for the third quarter of 2022
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Is the EU Ready for a Gigabit Society?
Western Europe's fibre rollout was steady in 2021, with 16m homes passed, including 5.5m in France, 3.3m in the UK, 2.2m in Germany, 1.6m in Italy, and 1.0m in Spain. Fibre rollout looks to remain elevated at 18-20m homes passed in 2022-23 before finally leveling out.
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IT Hardware Responding To Cloud Model
Large installed bases can drive substantial services revenue, supporting continued solid gross profit, FCF, and funding investments in future technologies. The recent availability of Infrastructure as a Service (IaaS) offerings by hardware companies finally offers enterprise customers attractive alternatives for both business model (ratable, use base operating costs) and functionality (usage, performance) to public cloud vendors.
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How Will the Global Economic Slowdowns Affect the Asian Consumer Tech Market?
The outlook for consumer tech demand remains impaired year to date, with the Russia-Ukraine conflict continuing, China demand remaining sluggish following the lockdown and disruptions, and inflation pressuring consumer demand and triggering faster rate hikes by central banks.
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Deep dive into the "Greenium" in Telco ESG Bonds
Some telcos could see a lower cost of debt by issuing an ESG-compatible bond with a "greenium" (a lower yield to maturity), as the operator is doing something of social/sustainable value. Most European telcos have clear ESG commitments, with the EU and UK markets targeting all corporates to reduce emissions by 100% and 78% by 2035.
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Data-driven insights into cancer treatment and care
The Credit Suisse Healthcare Database offers unique insights into the treatment of various diseases. It shows that immuno-oncology as a treatment for cancer has rapidly emerged as a $30 billion+ global market, with the potential for significant growth.
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Is The U.S. Leading The Way Toward A Greener Natural Gas Supply?
These greener supply chain initiatives include enhanced methane mitigation and monitoring, certified gas and related trading activities, carbon capture on LNG facilities, and offsetting. While these developments are all in early stages, with best practices still evolving, they underscore strong industry engagement and market drivers, all intending to set a premium on "green".
