China China
Content Hub

China
Content Hub
Shenzhen, China

A one-stop source of China-focused thought leadership insights from Credit Suisse.

The China Content Hub offers a comprehensive suite of Credit Suisse in-house research reports, unique market insights and fresh investment ideas. Combining the expertise of leading analysts, strategists and experts globally at Credit Suisse, the Hub is a one-stop source of forecasts and analysis of the key trends and developments emerging in the evolving China market, as well as innovative solutions to complex problems. 

China Expert Perspectives

Insights into the major trends and the broad economic landscape and growth prospects in China.

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China

Our thought leadership

Latest reports

APAC Equity Research
  • January 6, 2023

China Healthcare Sector: 2023 Outlook - Dawn is finally upon us, but sunny days are slow to come

We believe the China healthcare sector will continue to recover in 2023 following the rebound in 4Q22 but at a moderate pace. We expect a few healthcare-specific drivers in 2023, including marginal improvement of regulation, hospital traffic improvement post 'reopening', innovation/globalization, and more domestic substitution for upstream products. We prefer the pharma, biotech and healthcare services sub-sectors in 2023, as their growth trajectories are better supported by innovation, less GPO pressure and improved hospital traffic post 'reopening'.

  • January 5, 2023

China Utilities and Renewables Sector: 2023 Outlook - Growth to accelerate driven by cost reduction

In 2023, we expect cost reduction to be the key driver of demand recovery and earnings growth for China utilities and renewables companies. For renewables, both solar module and wind turbine costs are set for 20-30% YoY decline, thanks to polysilicon supply debottlenecking for solar and declining wind turbine tender prices. We believe renewable operators are best positioned to benefit from the declining costs, with both capacity boost and margin expansion. Downstream solar module companies should also benefit from the demand acceleration. We are negative on coal-fired IPPs due to coal cost pressure and increasing competition. City-gas is one of the very few sub-sectors in the utility space that could benefit from the China reopening (+7% national demand in 2023 vs -1% YoY in 2022, per CSe). After the share underperformance in 2022, the dividend yield appeal (6% on average) of HK utilities have meaningfully improved.

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Credit Suisse House View
  • July 24, 2020

CIO View: Hong Kong readies to make tech world its oyster

The introduction of the Hang Seng TECH Index (HSTI) is an important statement of intent that dovetails with both our thoughts on key issues and on our investment preferences – both in terms of geography and sector. While we remain neutral on equities overall, we have continued to advocate being selective about key exposures. The HSTI is certainly worth considering on multiple fronts.

  • July 17, 2020

CIO View: Lightening tightening

We assess the prospects for the Asian high yield space in the context of its sharp re-bound. The segment remains attractive, but also plagued by significant uncertainty and risks. Our base case points to investors enjoying a total return of around 8% over the next 12 months, which warrants our neutral stance on this asset class. Nevertheless, we remain mindful of developments in a key risk area – US-China tensions.

 

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China Quantitative Insight
  • December 16, 2022

CQi NEV Market Monitor - Guoxuan hi-tech is promising, industry views

CQi's latest surveys reveals Guoxuan hi-tech's market potential among tier-2 battery producers because of the progress it has made in capacity expansion, technology breakthrough, diversification of its customers base (i.e. NEV makers) and penetration into the overseas market.

  • December 15, 2022

CQi Property - 2023 outlook: policies and key indicators

Based on CQi surveys, we still see room for further easing on both the demand and supply side. In that light we expect the market will likely recover in May or June next year. Sales in 2023 might grow by 0-5% YoY supported by pent-up demand. But new starts may still fall significantly given the weak land sales in 2022 and high inventory levels. ‎

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Credit Suisse Research Institute
  • September 28, 2021

Credit Suisse Gender 3000 Report

Published by the Credit Suisse Research Institute, the report provides an updated universe of companies and analyzes the progress made to improve the profile of gender diversity through 33,000 senior executives from over 3,000 companies across 46 countries.

The report also illustrates a positive correlation between increased gender diversity in leadership positions and superior returns on capital, Environmental, Social and Governance (ESG) and stock performance.

  • June 22, 2021

Global Wealth Report 2021

According to the Global Wealth Report 2021, total global wealth grew by 7.4% the past year to $418.3 trillion, and wealth per adult rose by 6% to reach another record high of USD 79,952.

The number of millionaires globally expanded by 5.2 million to reach 56.1 million in 2020. China accounted for 9.4% of all global millionaires, which is second only to the US.‏‏‎



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HOLT®
  • January 10, 2023

HOLT® APxJ Insights: Q1 2023 Market Screens 
HOLT’s market implied yield (MIY) fell in 4Q last year as markets turned positive on China’s easing of COVID-19 restrictions. Both MIY and HOLT P/B are still attractive relative to their respective 10-year average levels. Despite better share price performance last quarter, monthly CFROI® revision remains negative, amounting to almost 30bp reduction. Southeast markets continue to see stronger revisions, HKG/China’s negative revision trend narrowed while Korea and Taiwan lagged.

  • December 13, 2022

HOLT® China Insights: Market Implied Expectations of China E-Commerce Companies

Sentiment has improved in the China E-Commerce space over the last month driving price return +10% and has seen the most positive CFROI® revisions across the broader China Internet space over the last three months. HOLT benchmarks the four largest E-Commerce companies in China to show market implied expectations.

 
 

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Credit Suisse Bulletin
  • Issue 1/2020

Progress

This issue of Bulletin is dedicated to progress. It explores ideas and trends in 16 countries around the globe – in the economy, politics and society. One thing is clear: Progress cannot be taken for granted.

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It demands curiosity, wise decisions and favorable conditions. Progress requires freedom – freedom for business, as economist Jagdish Bhagwati explains, looking at the example of India, but also the intellectual freedom that allows for creative research, as ETH President Joël Mesot points out.

  • Issue 4/2019

Our legacy

"No one needs to remember my name" – Meeting with members of the Young Investors Organization (YIO).
 

"I feel like I am a small part of Africa" – Roger Federer on his roots.
 

Credit Suisse Worry Barometer 2019 – The major annual survey on the state of the nation.

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Credit Suisse conferences. Exclusive access.

Asian Investment Conference

Hong Kong SAR, China

Widely regarded as the most exclusive leadership gathering in the region, the Asian Investment Conference brings together investors, ultra high-net-worth indivdiuals, entrepreneurs and business leaders with unrivalled access to expert speakers from around the world to deliver influential ideas and actionable advice.

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Global Supertrends Conference

Singapore

A forum to discuss long-lasting trends rooted in demographics, technological advances or political change that meaningfully impact the world of investing. 

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Credit Suisse Salon

Global

An exclusive platform established in 2008 that brings together our clients with leading international decision-makers for a high-level dialogue around current economic, political and social affairs.

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Family Office Private Circle

Singapore

A platform to facilitate interactions as well as the sharing of knowledge and experiences from some of the largest private investment offices and similar minded institutional investors in the region.

China Investment Conference

Shenzhen, China

The China Investment Conference presents unique insights into the important investment themes driving the Chinese market and offers a platform to forge connections with businesses and corporate leaders from across China and around the world.

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Private Innovation Circle

Global

The Private Innovation Circle brings to you an extraordinary opportunity to explore and invest in game-changing ideas from pioneering ventures from around the world.

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