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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
  • July 21, 2020:

Global Technology: Cloud computing – The next frontier
While a solid 26% CAGR for data cited by Cisco is an old theme, what is new is our ability to monetise data, with AI and Machine Learning being the first technology to lower analytics costs, potentially unlocking the potential for 99.5% of data that has remained dark, leading to an accelerating application workload growth and an accelerating compute TAM. Cloud IT infrastructure spending is delivering a 10% CAGR, vs -1.2% CAGR for traditional IT infrastructure, driven by the rising number of connected devices and video applications, proliferation of cloud services for enterprise and consumer, and accelerating AI data analytics.  

  • July 16, 2020:

China Components Sector: PCB leaders rise on 5G and Datacom cycle

We estimate PCB (printed circuit board) content to be almost 5x in 5G BTS vs 4G, besides an enlarged volume on higher coverage density. We estimate the total addressable market in access and transmission network will reach Rmb84 bn/Rmb168 bn in China/worldwide. Assuming that CCL (copper clad laminate, the base material of PCB) accounts for 24% of PCB market value, CCL demand in telecom could reach Rmb20 bn/Rmb40 bn in China/global, among which, high-frequency CCL will likely reach Rmb6 bn/Rmb12 bn and high-speed CCL could reach Rmb10 bn/Rmb20 bn in China/global.

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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
  • August 12, 2020

CQi Property - Further tightening likely; full-year sales outlook improves

More local governments issued tightening policies, raising the prospect of further tightening in cities with price hike. Property prices on CQi panel rose MoM in July, but managers' full-year outlook softens given the renewed tightening and oversupply seen in the rest of the year. Sales rose YoY in July and managers’ full-year outlook improved.

  • August 10, 2020

CQi Energy Bulletin - Solar: Tight material supply drives up prices

The CQi solar survey reveals upside room for prices in the near future as tight material supply remains and order backlogs grow. Further price hikes in supply chain could hurt solar system developers, and in turn dampen demand and export growth, our industry panel says. Some producers we track are planning a strategic shift to the domestic market.


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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 21, 2020

HOLT China A-Share Insights: Valuation check; selectively positioning in Growth and Quality

China's market implied discount rate fell by 110bp since March to 4.8% in July, largely driven by the lower discount rate of high growth stocks. Taking into account their outperformance, we screen for Growth ideas that are still attractive on our model. We also highlight Quality screens as the outlook remains resilient and valuation is supportive.

  • July 8, 2020

HOLT® APAC Viewpoint: Identifying Growth opportunities in Asia

Grouping growth stocks into Quality Growth and Hyper Growth can help investors better understand recent performance and focus on the right company characteristics when screening for ideas. Quality Growth has led market performance in three out of four years in Japan while Hyper Growth has emerged as a more viable investment sub-set in the APxJ.


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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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