Hear from Our Experts Market Outlook Seminar

Market Outlook Seminar

Our Market Outlook Seminars, held twice a year, provide clients with a comprehensive outlook on global financial markets and economy in the Asia Pacific region. Clients gain meaningful and actionable insights into key investment themes directly from top Credit Suisse experts.

Watch highlights of the 2021 2H Greater China Market Outlook Seminar

2021 2H Greater China Market Outlook Seminar 

Our well-respected specialists, Mr. John Woods, Chief Investment Officer Asia Pacific, Investment Strategy, and Dr. Dong Tao, Vice Chairman Greater China, Private Banking Asia Pacific, have shared their observations and analyses of the economic and financial market outlook in the seminar on Jun 18.

Key topics:

“Local Heroes” by John Woods:

  • In 1H 2021, investors went from being concerned about inflation and rising bond yields to regaining confidence in the strong growth outlook. For the rest of the year, we see the combination of strong growth, easy monetary policy, and further progress on vaccinations as positive for financial assets.
  • We have identified and discussed the thematic winners and losers in a risk-on environment expected to favor sustainable investment in China equities and Asian high-yield credit.

”Three major trends in China” by Dong Tao

  • We have looked at three major trends in China – carbon neutralization, domestic consumption, and the US-China relationship – that will redefine the landscape of the Chinese economy.

Speaker biographies

John Woods is a Managing Director of Credit Suisse and Chief Investment Officer Asia Pacific, responsible for developing regional discretionary and advisory investment strategies across asset classes and within asset classes for private and institutional clients in Asia Pacific. Mr. Woods is a member of the Investment Committee of Credit Suisse and Chair of the Regional Investment Committee in Asia Pacific.

Prior to joining Credit Suisse in September 2015, Mr. Woods was Managing Director and Head of Fixed Income Asia Pacific for Citi Investment Management. Before that, he served as the Chief Investment Strategist for Asia Pacific at Citi Private Bank and was a voting member of the Global Investment Committee.

Mr. Woods brings 25 years' investment management experience in Asia fixed income and currency markets, with special focus on portfolio management, trading and research. Among his previous roles, he was HSBC’s UK-based Head of Absolute Return Proprietary Trading and Global Head of Credit Research and Strategy. John obtained his M.A. in Asia Pacific Studies from the School of Oriental and African Studies of the University of London.

Dong Tao is a Managing Director and the Vice Chairman Greater China for Credit Suisse Private Banking Asia Pacific.

In this role, Dong will focus on providing senior client coverage of ultra-high-net-worth (UHNW) and key clients for the Greater China market. Dong helps activate the Private Banking client franchise across Asia Pacific through participation in key client meetings and marketing events. His primary focus is to develop relationship with ultra-high-net-worth clients, bringing both his macro-economic expertise and ability to develop client solutions. With a particular focus on Greater China, Dong is also an important market commentator, observing macro-economic trends and major developments. He will also play an important role in talent development matters and the mentoring of senior banking talent across Greater China.

Before that, Dong was the Chief Regional Economist for non-Japan Asia at Credit Suisse Global Markets Asia Pacific, covering the Asia regional economy as a whole, with a focus on China. Prior to joining Credit Suisse in February 1998, he was with Schroders Securities Asia as Senior Regional Economist and Head of China research. 

Dong holds a Ph.D. degree and a M.Sc. degree from University of Utah and B.A. from Beijing Foreign Language University. He worked in China, the US and Japan. He has been based in Hong Kong since 1994.

Watch the replay (private-access videos)

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Host: Francois Monnet, Chief Executive Hong Kong Branch and Head of Private Banking North Asia
Duration: 08:03

Speaker: John Woods, Chief Investment Officer Asia Pacific, Investment Strategy
Duration: 36:31

Speaker: John Woods, Chief Investment Officer Asia Pacific, Investment Strategy
Moderator: Francois Monnet, Chief Executive Hong Kong Branch and Head of Private Banking North Asia
Duration: 15:04

Speaker: Dong Tao, Vice Chairman Greater China, Private Banking Asia Pacific
Duration: 35:05

Q&A

Duration: 24:49