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
  • July 19, 2021

China Market Strategy - 2H21 Outlook: Beyond normalisation and regulation

The strong economic rebound since 2H20 continued its momentum in 1H21, but in a divergent fashion. We expect continued recovery in 2H21, but slower given the higher base. As economic normalisation nears an end, we see early signs of less aggressive tightening or even moderate easing but no U turn in policy. Regulatory changes would definitely promote competition, leading to more innovation in the long run, despite generating short-term uncertainty, in our view. We expect China's equity market to remain resilient on the back of recovering economy, lower tightening and more reasonable valuation, despite uncertainty in variant development, regulations, and geopolitical tension.

  • July 14, 2021

Asia Technology Strategy - 2H21 performance should catch up with strong fundamentals

Most key tech end products' demand is tracking better than year-start expectations, with consumer notebooks tracking substantially better, servers and TVs tracking slightly better and smartphones broadly in line. Automotive tech demand is further adding to the strength. AxJ tech earnings are forecast to grow at a 23% CAGR over 2020-23 (30% CAGR over the next two years). In addition, earnings estimates have been seeing sustained EPS revisions throughout this year. We expect the long-held relationship between EPS revisions and stock performance will reassert itself in 2021 again. We retain our positive view on semis with still-solid demand drivers and supply also capped through 2H21.

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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
  • July 14, 2021

CQi Materials - 3Q outlook weaker but remains positive

None of the CQi-tracked materials panels saw their YoY demand indices go up in June. For July, the panels expect their YoY demand indices to remain at June's level. In 2Q, the demand growth on most material panels was far below their expectations. The panels expect their 3Q growth to continue softening but stay positive YoY.

  • July 14, 2021

CQi Energy Bulletin: Solar - Price corrections

CQi surveys reveal modest price corrections recently in each core segment of the solar supply chain. The price adjustments come in the wake of continuous price hikes in the past five months have softened domestic and overseas new order growth on the CQi panel in June. Exporters we track expect to see their module exports grow in 2H from 1H.

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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®
  • July 13, 2021

HOLT® China Online Healthcare Insights: Opportunities behind the high market-implied expectations

With the accelerating digitalization trend, China online healthcare companies are priced with a larger gap between market-implied CFROI® and near-term CFROI forecasts than the overall healthcare sector. However, this expectation gap is comparable to listed peers in the US market and consistent with other high-growth sectors. We focus on three online healthcare companies in this note.

  • June 28, 2021

HOLT China A-Share Insights: Selectively screening for Quality and Value amid a lackluster backdrop

While China led the recovery from COVID-19 in 2020, the magnitude of forecast CFROI expansion is now expected to lag APxJ. In the absence of broad-based earnings upgrades, companies with strong momentum attributes are well rewarded by investors. This report includes idea screens on (i) Best in Class, Restructuring and Contrarian styles for Value ideas; (ii) Quality defensive and stable yield stocks for defensive positioning, (iii) stocks with strong outlook supported by earnings upgrades, (iv) oversold high quality companies.



 

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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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