Credit Suisse Remains Constructive Around China

The video discusses the theme of disruption at a conference, focusing on ESG and sustainability, particularly in China. It covers market trends like inflation and sector rotation, and the impact of US stimulus on investment strategies. The discussion highlights opportunities in Chinese markets, IPOs, and the potential for private companies and unicorns in Asia. It also addresses the need for research and market reforms in China, with a focus on building onshore capabilities and exploring new investment opportunities.

What opportunities are seen in the Asian markets despite the current challenges?

What is the outlook for IPOs in Hong Kong and China based on the current market conditions?

How is Credit Suisse planning to adapt to the changing market reforms in China?