China China
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
  • April 6, 2021

Asia Semiconductor Sector: Consolidating landscape and solid demand support price recovery

We update our raw wafer supply/demand model, and maintain the supply side expectation for global 12" raw wafer capacity growth slowing down from an 8% CAGR in 2017-19 to a 3% CAGR in 2020-22. However, we are lifting 12" wafer demand from 1% CAGR in 2017-19 to 10% CAGR in 2020-22 on the back of product drivers including the 5G smartphone ramp, continued WFH demand, data centre investment reacceleration, and now supplemented by improving auto/industrial demand recovery. We expect 12" raw wafer utilisation to improve from 80-85% in 2019/20 to 92%/97% in 2021/22. For the mature nodes, 8" raw wafer utilisation should be at 95% while 6" at 80-85%.

  • March 25, 2021

China Internet Sector: Emerging Consumer Survey 2021 deep dive

As the Credit Suisse Research Institute publishes the 2021 edition of the Emerging Consumer Survey, we take a deep-dive into China's internet space. For this sector, the increased adoption of online services across almost all categories has been the trend during the pandemic and is here to stay, reflecting the structural changes and the lasting effects COVID -19 has brought to consumer behaviours. We discover structural changes including rise of e–grocery, growing popularity of online games and increased acceptance of online education.

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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
  • February 18, 2021

CQi Lending Lens - Southbound: Immature domestic retail investors' institutionalization may contribute to H-share volatility

The accelerating institutionalization of Chinese retail investors, seen in CQi surveys and Wind data, is likely to provide steady inflows to both the A- and H-share markets in the foreseeable future. However, our study suggests that institutionalization is still at an early stage.

  • February 18, 2021

CQi Business Monitor - January survey finds no respite for global shipping, PPI turns positive on input cost inflation

Our survey in January finds the global shipping crunch showing little sign of easing. Shortages of vessels, containers and workers, compounded by robust US consumer demand, created serious logistics bottlenecks. Higher factory gate prices charged by our SMEs are reflected in PPI, which turned positive in January, for the first time in 19 months.

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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®
  • April 7, 2021

HOLT APAC Style Watch: A higher conviction value rally

The 1Q of 2021 was dominated by rising bond yields and concerns about rising inflation, culminating in a Value led rally across the region. Encouragingly, while the performance of Value focused stocks remained strong MoM, higher Quality, lower market Risk stocks enjoyed a stronger contribution to performance in March relative to prior months.

  • March 12, 2021

HOLT® APAC Extreme valuation screens: Avoiding Extreme Valuation in Hyper growth stocks

Hyper growth stocks have fallen sharply in recent weeks, underperforming in Asian markets. While Value stocks appear appealing in strong economic cycle, hyper growth stocks provide a longer runway. In this report, we highlight cheap and overly expensive hyper growth stocks. We also highlight Value stocks that benefit from economic recovery.

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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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