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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 26, 2020:
China Market Strategy: Road-mapping the return of Chinese ADRs
Increasing supply in the China/HK market is a valid concern but will expand the institutional investor base and inject long-term capital. Meanwhile, the China equity market still has significant room to grow relative to its economic scale.
China Market Strategy: China A-share conference wrap-up—Brighter outlook but overseas demand at risk
Among the 60-plus companies that attended our China A-share conference, 37 were under our coverage. Companies from technology, industrials, consumer and auto sectors dominated. A majority of corporates (57%) held a positive tone, while the remaining 14% held a neutral tone. Half of the companies estimated an improvement in 2Q20 vs 1Q20, with 30% expecting worse performance in 2Q20. The outlook appears better into 2H20, with 75% of companies foreseeing a bright outlook with business improvement into 2H20, and only 3% anticipating deterioration. Overseas demand (59% of total) was the most frequently mentioned risk by corporates as a result of potentially worse global recession for longer, well above domestic risk (18%) and competition (19%).
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Credit Suisse House View
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CIO View: Will USD funding stress ease?
Much of the extreme price movements in securities and foreign exchange recently has also come from a perilous shortage of USD funding in global financial markets. Understanding this “funding stress” and how it is affecting markets is crucial to thinking about the investment outlook in Asia over the next few months. The good news is that the US Fed has begun to intervene rapidly to try to improve funding conditions and stabilize markets. We see good reason to believe that funding stress will ease, with positive implications for some investments in Asia.
- March 13, 2020
CIO View: Diversify against risk
Our key message amid the market turmoil is to diversify and consider prudent hedging recommendations. Now is not the time to accumulate risk “on dips.” The knife is still falling. Clients should consider unwinding leverage, boosting cash positions, and protecting their portfolios through strategic hedges and diversification. There will be buying opportunities ahead, but these will likely emerge in the second half of 2020 – not the first.
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China Quantitative Insight
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CQi Materials - Recovery picking up pace
CQi's steel and cement panels saw negative demand YoY while aluminium and copper panels had flat or positive growth in April. Thanks to the boost from infrastructure and property completion, cement, copper and aluminium panels expect positive growth or only a marginal dip in May. Cement margins improve on weak coal prices a trend that may continue.
- May 17, 2020
CQi Property - Continuous recovery; full-year completions to be positive YoY
CQi's latest survey shows due to price cuts by developers around the May holiday and rising new supply, sales recovery continued in early May. 'New' demand post-CNY played increasing role in the sales recovery. Our survey also shows that the pandemic's impact on property completions was mild and we expect completions to rise YoY for the full year.
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Credit Suisse Research Institute
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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
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®
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HOLT® APAC Viewpoint: Looking beyond 2020 CFROI®
The market has clearly rewarded companies that are expected to maintain or even improve their economic returns (CFROI) in the current environment. In contrast, market remains skeptical on companies with material CFROI decline this year but recovering in 2021. On average, this group of companies has underperformed by –12% in China.
- April 24, 2020
HOLT® APAC Viewpoint Drawing inferences from companies updated with 2019 financials
We summarize the observations on the larger cap companies that we have updated in the HOLT APxJ database for December 2019 financials, including the impact of the new lease accounting standard under IFRS 16 and screen implications as forecast 2020 CFROI materially declines.
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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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