Credit Suisse

Insights on China’s economy from Yukon Huang, Senior Associate, Asia Program, Carnegie Endowment; Advisor, World Bank and Asian Development Bank.

In a personal interview Adrian Hamilton presents to us some iconic cars of the ROFGO collection which he has put together for a private collector. The ROFGO Collection comprises 32 of the most prominent racing cars to compete in the Gulf Oil livery. More information and images can be found on: http://www.credit.suisse.com/classiccars

After a multi-year period of recovery from the 2008 financial crisis, Europe’s economy is finally on the road to expansion. In 2016, Eurozone GDP has returned to above its pre-crisis peak, domestic demand is strong, and employment is growing. The European Central Bank is trying to keep the momentum going with a March interest rate cut and increases in asset purchases.   And yet the continent’s equities are sputtering. As of early May, the MSCI European Economic and Monetary...

This year, all the world’s a stage…for mergers and acquisitions. So far in 2016, cross-border M&A has made up about 45 percent of total deal-making volume, well above the historical average of about 30 percent, Robin Rankin, Credit Suisse’s Co-head of Global Mergers and Acquisitions, noted at a recent M&A panel discussion hosted by the Milken Institute.   A recent survey of executives in 45 countries suggests that there are more cross-border deals to come. The...

At first glance, U.S. equities seem to be turning a corner: They’ve rebounded from their February lows, bolstered by signs that China’s economy is stabilizing, dovish signals from the Federal Reserve, and a recovery in oil prices. And the majority of U.S. companies have beat first-quarter earnings and sales expectations. But that’s all in the past. Looking forward, Credit Suisse believes that several challenges will lead to choppy market conditions for the remainder of the year.  ...

With 6 percent GDP growth forecast for this year, up from 4.8 percent in 2015, “Sri Lanka is on the move,” the country’s Finance Minister, Ravi Karunanayake, said in a keynote address at the Credit Suisse 2016 Asian Investment Conference (AIC).   Since a new president and prime minister took office at the beginning of 2015, the government has worked to get the country back onto a path of strong economic growth, Karunanayake said. “It was necessary for fiscal consolidation to take...

This might surprise you: In the majority of U.S. states – 29 out of 50 – it’s legal for companies to discriminate against their lesbian, gay, bisexual, and transgender (LGBT) employees. But this probably won’t: Research by Credit Suisse suggests that companies that choose to do so – whether subtly or overtly – are likely doing a disservice both to their business and to their shareholders. Over the past six years, companies that created welcoming environments for LGBT employees handily...

There are opportunities for investors in China if they consider the impact of structural reforms and which factors are driving economic growth, panelists at the Credit Suisse 2016 Asian Investment Conference (AIC) said.   China’s secondary market has been at the “epicenter of skepticism”, remarked Helen Zhu, Managing Director and Head of China Equities at BlackRock. She told participants that market mindsets have shifted and since President Xi Jinping took office, there is a search for...

What’s a company worth? Seasoned investors know that finding the answer to that question is more art than science. One way to do so is from the bottom up, to calculate a firm’s intrinsic value using a discounted cash flow methodology. The other is to come at the question from the top down, by using a relative valuation approach via market multiples. While there are many types of multiples, each reflects the market’s evaluation of a company’s expected operational performance, and can be used...

In der aktuellen, neunten Folge geht Jayet Kuyeli speziell auf das schwierige Thema der Hygiene ein. Sie sucht unter anderem nach Gründen, warum immer noch so viele Kinder ungewaschen im Hort von Thundu erscheinen. Zumal die Situation im Satellitenhort von Mutumba wesentlich besser ist. Dort entpuppt sich nicht nur der Hort als wahres Schmuckstück. Auch die Toiletten sind sehr schön und ein Beweis dafür, dass Hygiene mit einfachsten Mitteln möglich ist.