Insights from our Experts

A one-stop source of Korea-focused thought leadership insights from Credit Suisse.

The Korea 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 Korean market, as well as innovative solutions to complex problems.

APAC Equity Research


View more ›

HOLT®
  • March 16, 2020

    HOLT® Korea Insights - Focus on cash and asset turns amid macro uncertainties
    Following the market correction amid the COVID-19 outbreak, market-implied CFROI for Korea has declined sharply from 7.2% to 6.4%. While we are cautious of further downgrades given the current weak market and earnings sentiments, we identify shock absorbers and defensive stocks that demonstrate improving asset turns and/or strong cash position.

  • December 2, 2019

    HOLT® Korea Insights - One Korea, Two Universes: A shift to asset light capital structure
    This report assesses Korea’s CFROI growth outlook in 2020, while highlighting attractiveness in valuation as well as fast improving cash flow sentiment. We provide three stock screens based on HOLT observations of factor and style performances, and also individual stock picks based on sector-level observations.
     

View more ›

Credit Suisse Research Institute
  • October 21, 2019

    Global Wealth Report 2019

    The Global Wealth Report 2019 reveals that global wealth grew during the past year by 2.6% to USD 360 trillion and wealth per adult reached a new record high of USD 70,850, 1.2% above the level of mid-2018. The US, China and Europe contributed the most towards global wealth growth with USD 3.8 trillion, USD 1.9 trillion and USD 1.1 trillion respectively.

  • October 10, 2019

    CS Gender 3000 Report
    ‘The CS Gender 3000: The changing face of companies’ report shows that female representation on boards globally has doubled in a decade, and the proportion of women in management is higher in US and APAC (excluding Japan) than in Europe. In particular, China scores highly in female CFO representation but has made limited progress in gender diversity in management. 
     

View more ›

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.

Learn more ›

Korea Techonology Conference

Seoul, Korea

The Credit Suisse Korea Conference offers domestic and international institutional investors insights into key future investment opportunities in leading Korean companies across tech, internet, gaming and bio-tech sectors, conglomerates and rising unicorns.

Learn more ›

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. 

Learn more ›