Credit Suisse

Given the comprehensive transformation it is undergoing, China’s economy is now much more complicated, said Christopher Balding, Associate Professor of Finance and Economics at the HSBC Business School of Peking University Graduate School, in a session on the Chinese economy at the Credit Suisse 2016 Asian Investment Conference (AIC). Volatility in the markets and concerns about debt and capital outflows have fueled questions about the outlook for China.   “Money is leaving in a very...

How have weak markets and weak currencies affected consumer sentiment in emerging markets? To find out, the Credit Suisse Research Institute interviewed nearly 16,000 people in nine emerging economies. The result? Not surprisingly, CSRI generally found less optimism among survey respondents than last year, but consumer sentiment proved more resilient to economic headwinds in certain countries than in others. Watch the video to hear Richard Kersley, Head of Global Research Product, explain...

With investor sentiment now showing signs of improvement after a challenging period in emerging markets, our sixth edition of the CSRI Emerging Consumer Survey provides investors timely insights with which to revisit the theme of a fast developing consumer culture shaped by technological innovation. The countries that top our ECS Scorecard are India, China and Saudi Arabia with a key demographic accent on the role of the youthful consumer. #CSRI Connect with us on: LinkedIn:...

Quick: Name the Asian country whose cheap labor costs have attracted droves of foreign manufacturers, driving an explosion in export-driven economic activity that is now transitioning to more moderate, consumer-based growth. Did you say China? Vietnam would have been correct, too.   As labor costs have risen dramatically in China over the last several years, a growing number of manufacturers have moved operations from the Middle Kingdom to Vietnam or even decided to set up shop there...

For several years, the United States has been the bright spot in the world economy, with the strongest growth recovery among developed nations, sustained labor market improvement, and climbing stock markets. But that’s the past. What about the future? From the perspective of senior European executives, the outlook for the U.S. market has become increasingly worrisome of late. In the most recent installment of a twice-yearly survey, a panel of those executives told Credit Suisse that their...

Disruption is as old as commerce, but the pace is accelerating of late. The rise of the sharing economy threatens incumbents in retailing, banking, and car insurance, while new financial and environmental regulations are increasing costs for banks, utilities, and autos. Chinese businesses, their home country’s economic troubles notwithstanding, pose an increasing competitive threat in the global steel, aluminum, railway equipment, power generation, and bulk chemicals industries.  ...

Even in the fast-changing world of foreign exchange, investors have been able to count on one thing for the last two years – that the interest rate policies of central banks would be the primary driver of currency movements. The so-called divergence trade hinged on the Federal Reserve’s tightening bias relative to the easing bias of the European Central Bank and Bank of Japan and was a fairly reliable organizing principle for foreign-exchange investors. On a trade-weighted basis, the...

Disruption is either the gospel or the monster of the new millennium, depending which side of the trade you’re on. Every technology company worth its salt is aiming to disrupt something, and enough of them are succeeding that many conventional businesses face an existential threat. Why get a hotel room when you can rent a house or apartment on Airbnb? Why wait for a taxi when an Uber will come at the touch of a button? Why employ humans when there are faster, more precise robots?   But...

Credit Suisse is the Leading Sponsor of the 10th Mobile M+ exhibition series, M+ Sigg Collection: Four Decades of Chinese Contemporary Art, a brand new exhibition that is on display in Hong Kong until 5 April 2016. The collection, which goes on show in Asia for the first time, is one of the most comprehensive and highly regarded collections of contemporary Chinese art. ----------------------------------------­----------------------------------------­---- Subscribe to our channel:...

What a difference an election can make. Just three months after Mauricio Macri became Argentina’s new president, the country is preparing to return to international debt markets for the first time in 15 years with a mid-April debt issuance of $11.68 billion. In lifting the long-standing injunctions that led Argentina to default in 2014, U.S. District Judge Thomas Griesa noted that, “President Macri’s election changed everything.”   Argentina’s debt saga dates back to 2001, when the...