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
  • October 7, 2021

China Communication Infrastructure Sector: Accelerating capex ramp in 2H21-1H22

We expect 2H21 capex to pick up post a slow 1H21, given the: (1) announcement of 5G tenders; (2) easing of supply constraints; and (3) stabilising of the regulatory environment. The three telcos/BAT had only completed 37%/45% of their FY21E capex in 1H21; the expected acceleration in capex should be a core earnings improvement driver for the communication infrastructure supply chain.

  • October 7, 2021

China Telecom Sector: The overlooked 'new infrastructure' gems

We adjust our capex and BTS estimates, incorporating peak 5G capex in 2022, the extensive co-build, co-share arrangements among operators and government support of flexible use of spectrum, which lowers the number of BTS required to achieve national coverage. We estimate operators' capex to grow by 2/1/-5% YoY in 2021/22/23E (0/2/4% below consensus) to reflect our latest 5G BTS estimate of 1.4/2.1/2.7 mn in 2021/22/2023E.

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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 29, 2021

CQi Consumer Credit - Weakness seen in Huiminbao model, policy risk peaks in consumer credit, WMP boom continues

CQi’s consumer survey shows that most Huiminbao insurance buyers regard the product as an addition to, rather than a substitute for, their existing medical insurance. Huiminbao’s penetration ratio on the CQi panel will likely double to 20% in 12 months, far below the 70-80% industry experts say is needed for it to be sustainable.

  • September 27, 2021

CQi Business Monitor - Production cuts are spreading; they may speed up manufacturers’ green investment

Output curbs mandated by local authorities have spread. More disruptions to supply chains and raw materials price increases are on the cards, but the production cuts may inadvertently accelerate investment in green equipment and the shift to renewable energy sources, CQi’s on-the-ground contacts tell us.

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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®
  • October 4, 2021

HOLT Macau Gaming Insights: Further downside risk if priced at the average CFROI® of global peers

Macau gaming operators are experiencing worse earnings cuts vs last industry down cycle, whereas implied expectations are still elevated despite the sharp decline in share prices. We leverage HOLT Portfolio sensitivity tool and make reference to global casino & gaming peers to stress test valuation of all major names.

  • September 23, 2021

HOLT® Asia Tech Insights: Apple supply chain - Selective opportunities amidst supply constraints and longer wait times

CFROI for the Apple supply chain is forecast to reach a 10Y high in FY22E, led by rising silicon content in semis, while hardware names could see more intense competition. Overall revisions sentiment remains positive, but will the supply chain see positive price momentum like in prior cycles? This report highlights key ideas across the sector.

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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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