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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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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
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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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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
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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 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
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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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