Hear three experts at the AIC 2016, explain how the Paris Agreement on climate change is game-changing for energy generation and infrastructure investment priorities across the world. Understand what's happening and how to rebalance portfolios to take advantage of this seismic shift, which will escalate rapidly over the next five years as the Paris implementation period takes effect. ------------------------------------------------------------------------------------ Subscribe to our...
Read More »Is the World Going Back into Crisis?
Jonathan Wilmot, Credit Suisse’s Head of Macro Investments, Asset Management, looks at three past crises of capitalism – in the 1890s, the 1930s and the most recent one in 2007 – and shows that previous pre-crisis financial and economic conditions are not apparent today. His conclusion: Policy matters. Is the world going back into crisis? “It comes down to policy and whether policy rises to the challenges we face right now,” Wilmot told participants in the opening session on April 6 at...
Read More »Exclusive video message from Ban Ki-moon, Secretary-General, United Nations
A call for business and finance leaders to take action on climate change via a video message recorded exclusively for the Credit Suisse 19th Annual Asian Investment Conference. ------------------------------------------------------------------------------------ Subscribe to our channel: http://www.youtube.com/subscription_center?add_user=creditsuissevideos Connect with us on: LinkedIn: https://www.linkedin.com/company/credit-suisse YouTube: http://www.youtube.com/creditsuissevideos...
Read More »AIC 2016 Keynote: Are we facing a third leg of the financial crisis?
In today’s unstable economic climate, the AIC 2016 keynote economic panelists tackle some of the key questions that matter to delegates: What are the prospects of the global economy against the backdrop of China’s transition to a slower-growth, consumer-oriented economy, the end of the super-cycle for commodity prices, and uncertainty over the Fed’s transition to monetary normalization after it raised interest rates in December for the first time in almost a decade? The first leg of the...
Read More »Gene Sperling, Former Director, National Economic Council
The Assistant to Presidents Clinton and Obama for Economic Policy shares his thoughts on the American middle class, employment statistics, and the need for a patient Federal Reserve at the Credit Suisse 19th Annual Asian Investment Conference. ------------------------------------------------------------------------------------ Subscribe to our channel: http://www.youtube.com/subscription_center?add_user=creditsuissevideos Connect with us on: LinkedIn:...
Read More »Navigating China’s Slowdown
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...
Read More »Emerging Market Consumers: Down, but Not Out
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...
Read More »Credit Suisse Emerging Consumer Survey 2016
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:...
Read More »Good Morning, Vietnam
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...
Read More »US Economy: From Model Student to Problem Child?
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...
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