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
  • June 24, 2020:

    Emerging Markets Quarterly: South Korea: Gradual recovery on the way
    We are downgrading our 2020 growth forecast further from 0.8% to a technical recession of -0.2% as COVID-19 has negatively affected Korea's businesses and households. We expect a gradual recovery in H220 led by supportive government spending and the recovery of exports driven by tech exports, but the recovery could be bumpy as escalating US-China tensions could pose downside risks to Korea's export outlook. Consumption and labor market showed signs of improving, but are not back to the pre-pandemic levels yet. The situation remains challenging for them amid the risk of a second wave. We have also revised the 2020 inflation from 0.6% to 0.2% as further uncertainty around the risk of a second wave of COVID-19 inflections will likely slow the expected recovery in inflation. 
  • June 4, 2020:

    Korea Market Strategy: Climbing back towards eventual normalization
    We are raising our year-end KOSPI target to 2,300 from previous 1,900. Our target reflects our view that a sustained economic downturn is likely to be avoided, given good control of COVID-19 in Korea, strong economic stimulus in Korea and overseas, and corporate earnings support from ongoing global reopening and normalisation. 

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HOLT®
  • July 3, 2020:

    HOLT® Korea Insights –Taking a thematic view post the market recovery
    Now that the Korea market recovered to the level prior to the pandemic outbreak, we regrouped the market into six different themes to better understand CFROI profiles and assess where the biggest opportunities are. Based on our observations across the themes, we also screen for 26 attractive stocks in Korea.
  • 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.

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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. Korea’s old-age population (65+) is expected to outweigh the younger generation between 10 and 25 years of age by 2021.

    Changing demographic profiles are putting pressure on existing pension systems around the world. For example, Korea, one of the world’s fastest-aging countries, ranks among the countries with the highest relative poverty rate among the elderly while it shows one of the highest proportion of people (63%) who wish to continue working after reaching normal retirement age.

    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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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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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.

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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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