Technology pioneers, megacities, and economic powerhouse – with almost 1.5 billion inhabitants and more than 100 cities with populations exceeding one million, China is a key component of the global economy.
Organ transplantation helps to save overall costs. Of all organ transplantations, kidney transplantation is the most frequent by a wide margin (66% of total transplanted organs in 2016).1 Despite the high cost, various health economics studies found that the procedure is cost-saving. To mention one of the studies: “In conclusion, kidney transplantation is cost-effective across all donor types despite higher costs for marginal organs and innovative living donor practices.”2
The structural forces that are driving change are opening up entirely new investment opportunities. Against the dynamic global backdrop, these opportunities are by no means easy to identify and structure. Credit Suisse Asset Management has therefore defined four drivers of change and developed thematic funds covering the relevant areas of investment focus: robotics, protection and security, digital health, and infrastructure. A strict best practice approach is adopted to selecting individual securities, as the case study below illustrates.1