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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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Our thought leadership
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APAC Equity Research
Original research on over 1,300 companies, with a total market capitalization of USD 17.16 trillion, including over 400 Chinese-listed stocks. It provides thought-provoking thematic analysis, differentiated trading ideas and coordinated global views.
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Credit Suisse House View
The Credit Suisse House View represents the cornerstone of our views on global macroeconomics, asset classes, regions, sectors and currencies, driving conversations and solutions for both private and institutional clients across the bank’s divisions, globally.
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China Quantitative Insight
Grassroots data driven intelligence content, leveraging our extensive HOLT data library and new alternative data sources to bring our clients a unique level of insight across several industry sector and macro trends.
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Credit Suisse Research Institute
The Credit Suisse Research Institute is our in-house think tank. We study long-term economic developments that have a global impact. In the financial services industry and beyond.
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HOLT®
HOLT® is Credit Suisse’s leading equity analysis and valuation tool that provides investors with unique insights into a company's performance, valuation, future expectations, and risk considerations using a database of over 20,000 companies across 70 countries.
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Credit Suisse Bulletin
Launched in 1859, the Bulletin is the oldest banking magazine in the world. The award-winning magazine explores the most pressing economic, political and social questions of our time and features global thought leaders, expertise and projects that might change the world.
Latest reports
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APAC Equity Research
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- May 5, 2022
We expect the hydrogen-powered FCEV to be an essential supplement to battery electric vehicles (BEV) in cold winter regions and long-distance and heavy-loading transportation. We estimate China's FCEV sales to jump from 3k units in 2022 to 30k/80k units in 2025/2030 and China's hydrogen price to decline from ~Rmb60 per kg in 2022 to Rmb35/Rmb20 per kg in 2025/2030. As a result, hydrogen-powered heavy trucks’ fuel cost per 100km is estimated to decline from ~Rmb780 in 2022 to ~Rmb450 and ~Rmb280 in 2025 and 2030, respectively, below the diesel engine heavy trucks’~ Rmb340 in 2030.
- May 5, 2022
Asia Pacific Strategy: Input costs pressures—identifying the weak links
Input cost inflation is inflicting significant damage on Asian earnings. We find that cost pressures are less serious than in Europe but bigger than in the US. The outlook for 1Q pressures is fairly flat, but 2Q should see renewed margin contraction. Commodity pricing, rather than wages, is the main problem. Margin trends beyond 2Q will in large part depend on commodity price moves. Our analysis finds that commodities importers in general and especially Japan and Philippines are sensitive to input cost inflation. Commodity exporters Indonesia, Australia and Malaysia appear resilient. Our existing positions already Overweight the three resilient markets, Underweight Japan and give a Market Weight to Philippines.
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Credit Suisse House View
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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
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- April 28, 2022
CQi Strategy - Zero-COVID policy: market in urgent need of an exit roadmap
CQi sees both of an emerging window of opportunity, and a pressing need, to find an exit from the zero-COVID policy. Setting a timeline for the route “back to normal”, even if it is months away, could relieve some of the uncertainty weighing on economy and reestablish a measure of confidence among enterprises and consumers, CQi believes.April 13, 2022
- April 26, 2022
In this report, two industry veterans explain to CQi why supply chain management and brand building are vital for survival in this tough year. They also help us probe the strengths and weaknesses of Alibaba’s 1688.com as the dominant sourcing platform for Chinese vendors.
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Credit Suisse Research Institute
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- 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
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®
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- May 4, 2022
HOLT® APAC Insights: Small Mid-Cap Screens
The level of CFROI® for APAC SMID-cap companies is calculated to grow from 6.6% in 2021 to 7.2% in 2022, in spite of negative CFROI revisions over the last four months amidst a resurgence of COVID-19 cases in China, as well as rising macro and geopolitical risks. The Market Implied Yield (MIY) for the APAC SMID universe has risen from 4.9% in Apr‘21 to 5.7% currently, near its 5-year high level of 6%. In addition, the spread of MIY of small-caps vs. large-caps has increased within the last two years. HOLT screens for companies in the top two quintiles of the HOLT scorecard, and avoids those with poor financial risk and accounting quality scores in the HOLT framework.
- April 7, 2022
HOLT APAC Style Watch: Strong fundamentals prevail
Asia's equity markets endured yet another volatile month as the economic impact of Russia's invasion of Ukraine, including a severe supply shock to energy and commodity markets, added to prevailing inflationary pressure and weakening global growth. Amidst this macro uncertainty, investors maintained their focus on stocks with balanced fundamentals.
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Credit Suisse Bulletin
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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.
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
"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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