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
  • September 13, 2022

APAC Quantitative & Systematic Strategy: Northbound positioning monitor – International sentiment towards China-A still choppy

China is experiencing the hottest summer in 60 years, making power shortage a growing threat to its bumpy economic recovery. Southwestern Sichuan province recently requested industrial plants in 19 out of its 21 cities to suspend production for six days to secure residential power supply, with other regions including Chongqing city, Shandong, Jiangsu and Zhejiang also rolling out measures to ration power use since July. The heatwave has disrupted both power demand and supply. However, we see no repeat of 2021 power crunch, given different supply bottleneck, demand backdrops and policy directions.

  • September 9, 2022

China Hardware Sector: Inventory tracker 2Q22 – Inventory concern extended

The China hardware sector’s aggregated sales declined by 1% YoY in 2Q22, below its five-year average of +22% YoY and grew by 4% QoQ only, far below the five-year seasonality of +19% QoQ, due to pandemic lockdowns. Unlike the strong recovery in 2Q20-1Q21 driven by post-Covid normalization, our check indicates that the 2H22 outlook for most sub-sectors is still clouded, and pessimism to even last into 2023. We do not expect Android smartphone to rebound until 2Q23, with demand weakness in PC, LED and display to further extend vs prior expectations. We see more positive demand in sub-sectors including auto (driven by EV), Apple (higher visibility), ARVR and datacom (short-term adjustment, but mid-term demand intact). 

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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
  • September 19, 2022

CQi Strategy - Looking into 'China Plus One'

CQi interviews with 20 Chinese manufacturers who have built production capacity in Southeast Asia paints a rosy picture of the booming 'China Plus One' trend. Most of the firms are satisfied with the performance of their SEA plants, where they see solid and sustainable cost advantages over their factories in China.

  • September 19, 2022

CQi Solar Bulletin - Exports to Europe may peak in October

CQi surveys show exports of Chinese modules to Europe may peak in October as inventory there builds up. Should it happen, our industry contacts expect to see a price correction in the supply chain, which in turn would bring new momentum to domestic installation.

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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®
  • September 9, 2022

HOLT® APAC Financials Insights: China Banks Sector Screens 

For investors looking for opportunities in the sector following the share price decline and lower valuation on HOLT P/B and Market implied yield (MIY), HOLT screens for China banks with a smaller CFROE decline in 2023 (versus historical 3-year median), higher Tier 1 capital ratio and ranks them by HOLT MIY factor relative to history.

  • August 31, 2022

HOLT® China Consumer Insights: Economic Profit Generators and Screens

Aggregate HOLT Economic Profit of China Consumer sector is forecast to exceed historical levels by 2023. In this market commentary, HOLT identifies i) the Top 5 EP wealth creators per dollar of investment; ii) the Top 5 EP wealth creators on absolute basis; and iii) Quality companies in the HOLT Scorecard with EP increase / decline in 2022/23.

 


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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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