China Investment Conference 2022

Original language: English

Are we transitioning to a commodities-based new monetary order? 

Original language: English

The current global monetary order – based largely on US treasury securities held as collateral in reserve portfolios – is fraying as a result of deglobalization, commodity shortages, supply chain disruption and the return of high inflation after a quarter-century hiatus.

What will the monetary world order look like when the current macroeconomic and geopolitical turmoil settles? Will commodities underpin concepts of value once more, as was the case until the end of the gold standard in 1971? Credit Suisse’s Zoltan Pozsar looks ahead to a “Bretton Woods 3.0” global monetary system, based on a basket of commodities and central bank digital currencies of countries rich in commodities and industrial capacity. Could this transition already be underway? What will it mean for inflation and interest rates? And is the dollar’s peak behind us, while the renminbi’s rise lies ahead?

Speaker(s):

• Zoltan Pozsar, Global Head of Short-Term Interest Rate Strategy, Credit Suisse
  
  

How is financial technology empowering wealth management?

Original language: Chinese 

Wealth management in China is becoming increasingly competitive. What makes the industry tick? How can financial service providers ride the volatile market environment and earn the trust of clients in the digital era? And more importantly, what strategies do companies need in order to succeed? Yang Jun, Vice President of Tencent FinTech, will share his perspectives on the value that financial technology brings to wealth management and the dynamics shaping the landscape of this highly sought-after market. 

Speaker(s):

• Jun Yang, Vice President, Tencent FinTech
• Host: Hu Shen, China Financials Analyst, Securities Research, Credit Suisse
  
  

Global energy crisis – how does it impact Oil & Gas industry’s future investments and energy transition pathway?

Original language: Chinese

Elevated oil & gas prices year-to-date, plus supply disruption after the Russia-Ukraine conflict, are forcing countries around the world to rethink their approach towards energy transition. China is re-emphasizing on energy security and urging for an increased effort on upstream exploration and development. But with a firm commitment on net-zero by 2060, how will China balance its energy transition pathway in the new era? Will the Chinese oil giants deploy their excess cash generated from the US$100/bbl oil environment to renewables or traditional fossil fuels? Moreover, will China tighten its regulatory approval for new refining and chemical projects to lower its carbon emission? 

Speaker(s):

• Shuang Wang, Deputy Director and Senior Project Manager, China Petroleum and Chemical Industry Federation
• Host: Horace Tse, Head of Energy Securities Research, Asia Pacific, Credit Suisse
  
  

What is the latest trend and outlook for e-commerce platforms? 

Original language: Chinese

China’s e-commerce market landscape continues to evolve, with new players emerging and consumer behavior changing. Current economic situation also brings uncertainty to online retailing. Merchants operating on multiple e-commerce platforms have a unique view on their operating efficiencies and growth prospects. Join a major online merchant for insights on the various e-commerce platforms and how they might be impacted by the macroeconomic environment. Which platforms would outperform in the competitive market? How have consumers changed their behaviors through the pandemic and amid the economic downturn?

Speaker(s):

• Tao Deng, CEO and Head of Operations, Hangzhou Hashhudong Technology Company Limited
• Host: Kenneth Fong, Head of China Internet Securities Research, and Head of Gaming and Lodging Securities Research, Asia Pacific, Credit Suisse
  
  

Smarter, better, greener – who will make the electric cars of the future? 

Original language: English

The automotive industry is undergoing an unprecedented transformation in an increasingly connected world. Changing consumer preferences are shaping the future of mobility and driving the industry towards Connected, Autonomous, Shared and Electrification (CASE). These mega-trends present new challenges and opportunities: established auto makers must adapt to retain their market share in this new world, while new technologies are an opportunity for others to leapfrog ahead. How are manufacturers looking to drive value in the years to come? What speed bumps will they need to overcome? Who will take pole position in the new ecosystem for electric and automated vehicles? Hear from a leading consultant on the road ahead for China’s smart EV industry.

Speaker(s):

• Junyi Zhang, Lead Partner of Automotive and Manufacturing Industries & Private Capital Practice, Greater China, Oliver Wyman
• Host: Bin Wang, Co-Head of Autos Securities Research, Asia Pacific, Credit Suisse
  
  

How sophisticated is China in automation / smart manufacturing in the global context?

Original language: English

For manufacturers seeking a competitive advantage, automation promises increased productivity, greater efficiency and reduced labor costs. The US and Europe have been investing heavily in automation, as manufacturers focus on onshoring and near-shoring production facilities to reduce risks in their supply chains and cut their time to market. In the meantime, Chinese companies are seeking to enhance their productivity via automation and many manufacturers are internationalizing their operations.

Where is China in the race in developing smart manufacturing? What can companies learn from the leading innovators? What risks do Chinese automation OEMs face as they seek to internationalize?

Join this expert panel to learn about the penetration of automation technology in China vs the developed regions, and how new business models are emerging as digitalization takes root.

Speaker(s):

• Edwin Feng, Founder and General Manager, MIR
  
• David Humphrey, Director of Research, Europe, ARC Advisory Group
• Moderator: Iris Zheng, China Industrials Analyst, Securities Research, Credit Suisse