Credit Suisse’s Fabulous Presentation On What China Will Look Like In 2015

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The China story continues to be the most exciting for global investors, undeterred by its inflation problems and the threat of a hard landing from government tightening measures.Those short term worries shouldn’t matter if you’re a long-term China investor, and the opportunities are broad, according to Credit Suisse’s report on China in 2015.

They detail the sectors that are most likely to benefit from the country’s consumer revolution. But also have a dig at what’s going to slow down, notably some of the infrastructure investment that has dominated headlines in recent years.

Their macro story is clear: China is now a rising consumer titan, and investors need to take note.

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[slide
permalink=”the-days-of-a-pure-export-driven-economy-are-gone-for-good-1″
title=”The days of a pure export-driven economy are gone for good”
content=”Source: Credit Suisse
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[slide
permalink=”its-all-about-the-consumer-2″
title=”It’s all about the consumer”
content=”Source: Credit Suisse
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[slide
permalink=”menial-labor-is-not-an-infinite-resource-the-supply-is-shrinking-3″
title=”Menial labour is not an infinite resource. The supply is shrinking.”
content=”Source: Credit Suisse
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[slide
permalink=”and-guess-what-spending-on-social-goods-will-rise-and-could-even-cause-budget-strains-4″
title=”And guess what, spending on social goods will rise, and could even cause budget strains”
content=”Source: Credit Suisse
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[slide
permalink=”of-course-electricity-consumption-will-go-through-the-roof-5″
title=”Of course, electricity consumption will go through the roof.”
content=”Source: Credit Suisse
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[slide
permalink=”but-its-not-all-about-coal-look-for-an-emphasis-on-gas-6″
title=”But it’s not all about coal. Look for an emphasis on gas.”
content=”Source: Credit Suisse
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[slide
permalink=”china-still-has-a-ways-before-catching-up-to-the-us-in-oil-demand-7″
title=”China still has a ways before catching up to the US in oil demand.”
content=”Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d234783cadcbbba56180000″
caption=””
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[slide
permalink=”of-course-china-is-urbanizing-fast-8″
title=”Of course China is urbanizing, FAST.”
content=”Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d23477c49e2ae7f2a060000″
caption=””
credit=””
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]
[slide
permalink=”but-by-2020-that-will-begin-to-slow-9″
title=”But by 2020, that will begin to slow.”
content=”Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d23478f4bd7c83121120000″
caption=””
credit=””
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]
[slide
permalink=”in-terms-of-infrastructure-watch-growth-of-the-countrys-subways-10″
title=”In terms of infrastructure, watch growth of the country’s subways.”
content=”Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d2347874bd7c8d224050000″
caption=””
credit=””
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]
[slide
permalink=”highway-investment-will-slow-down-11″
title=”Highway investment will slow down.”
content=”Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d234785ccd1d5e832120000″
caption=””
credit=””
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]
[slide
permalink=”car-sales-growth-is-going-to-stabilize-soon-12″
title=”Car sales growth is going to stabilise soon.”
content=”Key Winners: Dongfeng Motors (0489.HK), Nissan (NSANY)

Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d23478249e2aed2200b0000″
caption=””
credit=””
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]
[slide
permalink=”air-travel-is-really-set-to-accelerate-13″
title=”Air travel is really set to accelerate”
content=”Key Winners: Air China (0753.HK), British Airways (BAY.L), United Continental Airlines (UAUA)

Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d234786ccd1d5e832150000″
caption=””
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]
[slide
permalink=”chinas-consumer-is-now-replacing-crt-tvs-with-lcds-and-that-will-continue-china-will-be-the-largest-lcd-tv-market-in-the-world-by-2013-14″
title=”China’s consumer is now replacing CRT TV’s with LCDs, and that will continue. China will be the largest LCD TV market in the world by 2013.”
content=”Key Winners: Skyworth (0751.HK)

Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d23477bccd1d5e232130000″
caption=””
credit=””
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]
[slide
permalink=”personal-computers-both-business-and-consumer-spending-will-drive-pc-purchases-15″
title=”Personal Computers: Both business and consumer spending will drive PC purchases.”
content=”Key Winners: Lenovo (LVNGY.PINK), Acer (2353.TPE)

Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d23477cccd1d55b330c0000″
caption=””
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]
[slide
permalink=”smartphones-potential-for-growth-particularly-for-htc-and-samsung-16″
title=”Smartphones: Potential for growth, particularly for HTC and Samsung.”
content=”Key Winners: HTC (2498.TW), Samsung (SMSN.LON)

Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d234780cadcbb7f56060000″
caption=””
credit=””
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]
[slide
permalink=”e-commerce-chinas-e-commerce-market-will-surge-through-2015-due-to-greater-selection-and-more-consumers-being-able-to-access-the-market-17″
title=”E-Commerce: China’s e-commerce market will surge through 2015, due to greater selection and more consumers being able to access the market.”
content=”Key Winners: Taobao, Alibaba (1688.HK), Baidu (BIDU)

Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d234788cadcbbe95b030000″
caption=””
credit=””
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]
[slide
permalink=”tobacco-huge-growing-market-in-china-also-key-to-government-tax-revenues-18″
title=”Tobacco: Huge, growing market in China, also key to government tax revenues.”
content=”Key Winners: China’s government controls the industry, but proxy plays include packaging play AMVIG (2300.HK), backed by Amcor (AMC.AX).

Source: Credit Suisse
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caption=””
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]
[slide
permalink=”healthcare-pending-will-soar-as-social-spending-rises-in-china-19″
title=”Healthcare pending will soar as social spending rises in China.”
content=”Key Winner: Sinopharm (1099.HK)

Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d23478a4bd7c817260c0000″
caption=””
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[slide
permalink=”other-key-corporate-winners-20″
title=”Other key corporate winners.”
content=”Source: Credit Suisse
image=”http://static.businessinsider.com/image/4d2347894bd7c8b622200000″
caption=””
credit=””
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]
[slide
permalink=”cant-get-enough-of-the-china-story-21″
title=”Can’t get enough of the China story?”
content=”Check out 17 facts about China that will blow your mind >
image=”http://static.businessinsider.com/image/4cc544004bd7c86f5b1f0000″
caption=””
credit=””
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]
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