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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
  • May 26, 2020:

China Market Strategy: Road-mapping the return of Chinese ADRs

Increasing supply in the China/HK market is a valid concern but will expand the institutional investor base and inject long-term capital. Meanwhile, the China equity market still has significant room to grow relative to its economic scale.

  • May 15, 2020: 

China Market Strategy: China A-share conference wrap-up—Brighter outlook but overseas demand at risk

Among the 60-plus companies that attended our China A-share conference, 37 were under our coverage. Companies from technology, industrials, consumer and auto sectors dominated. A majority of corporates (57%) held a positive tone, while the remaining 14% held a neutral tone. Half of the companies estimated an improvement in 2Q20 vs 1Q20, with 30% expecting worse performance in 2Q20. The outlook appears better into 2H20, with 75% of companies foreseeing a bright outlook with business improvement into 2H20, and only 3% anticipating deterioration. Overseas demand (59% of total) was the most frequently mentioned risk by corporates as a result of potentially worse global recession for longer, well above domestic risk (18%) and competition (19%).

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Credit Suisse House View
  • March 20, 2020

CIO View: Will USD funding stress ease?

Much of the extreme price movements in securities and foreign exchange recently has also come from a perilous shortage of USD funding in global financial markets. Understanding this “funding stress” and how it is affecting markets is crucial to thinking about the investment outlook in Asia over the next few months. The good news is that the US Fed has begun to intervene rapidly to try to improve funding conditions and stabilize markets. We see good reason to believe that funding stress will ease, with positive implications for some investments in Asia.

  • March 13, 2020

CIO View: Diversify against risk

Our key message amid the market turmoil is to diversify and consider prudent hedging recommendations. Now is not the time to accumulate risk “on dips.” The knife is still falling. Clients should consider unwinding leverage, boosting cash positions, and protecting their portfolios through strategic hedges and diversification. There will be buying opportunities ahead, but these will likely emerge in the second half of 2020 – not the first.



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China Quantitative Insight
  • May 18, 2020

CQi Materials - Recovery picking up pace

CQi's steel and cement panels saw negative demand YoY while aluminium and copper panels had flat or positive growth in April. Thanks to the boost from infrastructure and property completion, cement, copper and aluminium panels expect positive growth or only a marginal dip in May. Cement margins improve on weak coal prices a trend that may continue.

  • May 17, 2020

CQi Property - Continuous recovery; full-year completions to be positive YoY

CQi's latest survey shows due to price cuts by developers around the May holiday and rising new supply, sales recovery continued in early May. 'New' demand post-CNY played increasing role in the sales recovery. Our survey also shows that the pandemic's impact on property completions was mild and we expect completions to rise YoY for the full year.



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Credit Suisse Research Institute
  • February 25, 2020

Global Investment Return Yearbook 2020

Published by the Credit Suisse Research Institute, in collaboration with London Business School and Cambridge University professors, the Credit Suisse Global Investment Returns Yearbook is the authoritative guide to historical long-run returns. It now provides 120 years of data on stocks, bonds, bills, inflation and currency for 23 national markets and for the world as a whole. The 2020 edition of the Yearbook also included a new, dedicated chapter on environmental, social and governance (ESG) investing.

  • January 21, 2020

Rethinking Retirement

Increasing life expectancies and falling fertility rates have led to aging populations becoming a reality in many countries across the globe. Population projections suggest that, by 2032, the total number of people aged 65+ in China will surpass the number of people between 10 and 25 years of age. 
 

Changing demographic profiles are putting pressure on existing pension systems around the world. For example, in 2050, China would have faced public pension spending of an estimated 10% of GDP, more than doubling from 4% in 2015-16. 


In an in-depth study, the Credit Suisse Research Institute (CSRI) is calling for an urgent rethink on retirement provisions in the face of aging societies. 


 

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HOLT®
  • May 20, 2020

HOLT® APAC Viewpoint: Looking beyond 2020 CFROI®

The market has clearly rewarded companies that are expected to maintain or even improve their economic returns (CFROI) in the current environment. In contrast, market remains skeptical on companies with material CFROI decline this year but recovering in 2021. On average, this group of companies has underperformed by –12% in China.

  • April 24, 2020

HOLT® APAC Viewpoint Drawing inferences from companies updated with 2019 financials

We summarize the observations on the larger cap companies that we have updated in the HOLT APxJ database for December 2019 financials, including the impact of the new lease accounting standard under IFRS 16 and screen implications as forecast 2020 CFROI materially declines.

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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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