Great Expectations – Part II
Presenting ‘Great Expectations – Part II’, the recent China Investment Conference (CIC) built on last year’s theme and explored the continued progression of China and the advancement of some of the country’s most dynamic companies against a challenging geopolitical and macroeconomic backdrop.
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Graham Allison: The US-China relationship is based on a fundamental structural reality
Graham Allison, Douglas Dillon Professor of Government, Harvard Kennedy School, discusses the defining feature of the US-China relationship and the contradictions that must be embraced to arrive at a best-case scenario.
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James Sweeney: China is pivoting towards a focus on domestic growth and away from trade
James Sweeney, Chief Economist and Regional CIO Americas, discusses the steps needed to re-charge the US recovery, the biggest uncertainties facing the global economy, and the path China will take to chart its future growth amidst a shifting world order.
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Neil Hosie: China’s equity market is experiencing a once-in-a-lifetime evolution
Neil Hosie, Head of Cash Equities and Prime, Asia Pacific, Credit Suisse, discusses the trends that are reshaping China’s equity market and why they offer a compelling opportunity for global investors.
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Erica Poon Werkun: 5G, consumption and cloud will drive China’s technology growth
As the world’s biggest mobile phone market, China is set to lead the world in transitioning to 5G, driving the growth of cloud services and infrastructure. At the same time, the national “Dual Circulation” strategy is set to supercharge consumer demand. Erica Poon Werkun, Head of Securities Research, Asia Pacific, Credit Suisse shares her insights.
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From the CIC Library
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China Cosmetics Sector Ascent of C-beauty brandsWe expect the China cosmetics industry to deliver a 16% CAGR over 2021-23 on higher GDP growth, increasing penetration among young consumers using skincare, and premiumisation trend.
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China Unicorns Riding HighChina is the second-largest source of “unicorns” in the world. By early August 2020, China (Hong Kong included) was home to 125 unicorns (26% of the world’s total) with a total valuation of US$454bn (31% of the world’s total) according to CB Insights. Against the backdrop of the ‘Dual Circulation’ model, we see opportunities for unicorns to grow, especially those satisfying people’s consumption demands and closing gaps in key technologies.
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A fresh look at the A-share marketIn this new edition of our popular “How to Trade Your Dragon” guide, we outline practical strategies to help investors navigate the complexity of China’s domestic capital market and capture emerging opportunities in A-shares.
