ChinaConsumerSector2020outlook:FindingalphainalessvolatileworldConsumerDiscretionarySectorForecastFigure1.2020keythemesandourtoppicksSource:CreditSuisseResearchModerationwithlessvolatilityandmildre...
ThailandBanksandConsumerLendersQuantifyingthehittoassetqualityFinancialsThemeFigure1:Wecalculatethat9.8%ofSMEsrepresentpossibletroubledloansSource:OSMEP,CreditSuisseestimatesIndustry-levelanalysiso...
AsiaPacificThematicStrategyAboontoenergyconsumersStrategyStrategyFigure1:OfUS$1.1tninsavingsforoilconsumers,US$500bnisbetweeneconomiesSource:TradeMaps,CreditSuisseestimatesNear-termvolatilityaside,...
ConsumerStaplesCOVIDFactorstoWatch–100Read-ThroughsfromEarningsWeeks1+2ConsumerStaplesIndustryPrimerWecombedthrough37earningsreleases/calls—globally—fromApril15thtoMay1standidentified100read-thr...
