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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
  • January 8, 2021

China Healthcare Sector: 2021 outlook: Strong growth ahead, especially for CRO, biotech, and medical devices

Whilst we have a positive view on the sector, post the strong outperformance of the sector (rallied ~55/70% in A-/H-share in 2020), our sector and stock selections are based on clear growth profile and identified catalysts. We are most bullish on the biotech, contract research organisation (CRO), and medical device subsectors on their potential for continued innovation and relatively low policy exposure risk. We estimate innovative drug sales in China could grow at CAGR of ~18% over 2021-23, outpacing the overall drug market growth.

  • January 7, 2021

China Passenger Vehicle Sector: 2021 outlook

We expect China passenger vehicle demand to increase 15% YoY in 2021, well above auto makers and industry associations' relatively conservative forecast of 7.5-9% YoY growth. Key drivers are (a) cyclical demand recovery after three years of continuous volume decline in 2018-20, which is estimated to boost 2021 PV annual demand by ~6 pp. (b) low-base effect amid COVID-19—volume down 45% YoY in 1Q20, which stand-alone offers ~12 pp annual growth for full year 2021.

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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
  • January 17, 2021

CQi NEV Market Monitor – Local brands feel the heat of Tesla price cuts

All contacts at 15 sales centres of four leading domestic NEV brands that CQi surveyed say the Tesla Model Y's recent price cut has affected their business, directly resulting in 2.3-4.3% of their orders being cancelled. The CQi NEV panel believes the average price of NEVs will fall from here while core raw material prices could go up.

  • January 17, 2021

CQi Business Monitor – Private firms finished 2020 strong, but higher input costs begin to pinch

Private companies tracked by CQi are on a much sounder footing in 4Q than in the previous quarters of 2020. Domestic and overseas orders continued to rebound and firms' financial conditions further improved. However, rising input costs, reflected in soaring commodity prices, are increasingly a concern for small businesses.

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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®
  • January 5, 2021

HOLT China A-Share Insights: Screening for opportunities amid a strong 2021 CFROI outlook

China A-share outperformed the broader APxJ region in 2020 and its CFROI is forecast to further increase to 6.3% in 2021E, the highest level since 2008. On the back of the strong rally, the pack includes screens on attractive laggards, companies with strong 2021 outlook and outperformers at risk

  • December 8, 2020

HOLT® APAC Style Watch: A low conviction rally to close the year

As 2020 draws to a close, we take a look at HOLT Factor and Investment Style performance across the region over the course of the year. In short, investors initially sought refuge in high quality firms and those with positive earnings and market sentiment amidst the initial pandemic-induced drawdown during the first quarter of the year. As the region gradually re-emerged from mostly successful lockdown strategies, HOLT's higher-risk, Value focused styles experienced a similarly sharp rally.

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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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