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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
  • October 14, 2020

China Chemical Sector: Polyester filament yarns: Consolidating into a new era

We expect polyester margins to bottom out and continue to expand due to reaccelerated demand growth, industry consolidation and increasing raw material supplies post COVID-19. We expect global/domestic polyester demand growth to re-accelerate to 4%/5% CAGRs in 2021-22, driven by 7%/11% CAGRs in global/domestic sportswear demand. With an estimated 4% CAGR in global capacity for 2020-22, global supply-demand should be largely balanced.

  • October 12, 2020

Global Telecoms Sector: 5G: Huawei uncertainty triggers capex cuts

The 5G iPhone launch is set to be a key catalyst for 5G uptake, particularly in the US. While applications are potentially exciting, there is no 5G 'killer app' for mass-market consumers as yet, in the way that streaming media was for 4G uptake. As a result, our global team finds that most 5G launches so far have focused on high-volume data bundles and 5G handsets, rather than apps, limiting expected FY19- 24 revenue growth to just 1.3% p.a. Generating a return on over US$958 bn in capex is, therefore, a challenge and helps explain the sector's poor YTD share price performance.‏‏‎

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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
  • October 22, 2020

CQi NEV Market Monitor – Tesla begins to export made-in-Shanghai vehicles; its price cuts in China viewed well

Tesla begins to export China-made Model 3 vehicles to Europe, and our source says about 20% of its Shanghai plant's capacity will go to export. Tesla's latest price cut may boost sales strongly and bring new challenges to its Chinese rivals. The panel remains positive on 4Q outlook, expecting more government procurement and policy incentives.

  • October 20, 2020

CQi Materials - 4Q expectations soften

CQi-tracked materials panels saw a mixed demand picture in September: cement and steel outperformed, while copper underperformed. With the property tightening, most panels lowered their growth expectation for 4Q, although they still expect positive YoY demand growth. Steel mills' high output may put pressure on their profitability in the winter.



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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 12, 2020

HOLT Asia Consumer Discretionary Insights: Identifying attractive recovery opportunities with more room to run

Asia Discretionary outperformed for the past few months as consumption spending has started to bottom out. This report includes idea screens and industry group analysis to identify attractive recovery opportunities with more room to run.

  • September 25, 2020

HOLT China Insights: Screening for attractive H-shares as the discount to A-shares widens

The HOLT market implied discount rate differential for China A versus H dual-listed companies increased to 210 bps in September (from 150 bps in May), which is near an all-time high that was last also observed during the 2015 A-share market rally. This points to increasing valuation appeal for the H-shares. We screen for relative opportunities among H-shares.

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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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