The slide analyzes the varying positions of China/HK in active weights across different managers and fund categories, highlighting significant differences.

Provides insights into the IPO market activities in Mainland China and Hong Kong for 2019, highlighting major stock exchanges, sector performances, and the top IPOs by proceeds.

The slide highlights IPO activity in Mainland China and Hong Kong in 2020, focusing on the performance of key stock exchanges, sectors, and top IPOs by proceeds.

It assesses the economic gains that China and India could achieve by promoting gender equality and increasing female workforce participation, highlighting potential GDP boosts.

Provides an analysis of industrial production growth in China, contrasting official data with alternative sources. Useful for understanding the real economic situation in China and for investment or policy-making decisions.

This slide analyzes China's inflation rates across different measures and their credit growth dynamics, along with equity performance. Used for economic trend analysis and investment strategy.

The slide summarizes global attitudes toward China’s future role in world affairs. The data show a polarized view, with some countries more favorable than others, and general sentiment still low.

Highlights new integrated BHKP capacities in China and their potential impact. Identifies risks (competition, uncertainty in execution) and advantages (market pulp reliance). A cost curve shows Chinese producers’ positioning.

This slide examines investment trends in China, showing changes in fixed asset investments by state-owned enterprises, private sectors, and various industries.

This slide provides a detailed analysis of IPO market highlights in Mainland China and Hong Kong for 2022, showcasing sector performance, market changes, and key data on IPO numbers and proceeds.

The slide highlights the IPO market performance in Mainland China and Hong Kong, showing data on the number of IPOs and proceeds, along with the top sectors for each stock exchange.

Focusing on China, the slide projects the future of work roles from 2017 to 2028, addressing the dominant employment sectors and the impact of automation on labor distribution.

Outlines China's response to COVID-19 with lockdowns and testing, highlighting the timeline of cases and government actions.

This slide presents the satisfaction index of luxury brands among Chinese consumers, highlighting which brands are ahead in customer satisfaction compared to True-Luxury Consumers, using a comparative analysis of 25 brands.

The slide discusses how China is leading in luxury market trends with knowledgeable consumers, advanced digital marketing, and improved in-store experience.

Highlights the booming luxury goods consumption in China, contrasting it with more moderate growth in other global markets. Details the impact of increased consumer confidence and economic factors in China, while providing a broader view of global market trends.

This slide details how China’s luxury market has changed since pre-Covid, noting a shift toward domestic consumption and strong digital influence. Charts and stats show reduced outbound spend, younger and lower-tier city consumer dominance, and digital purchases now making up nearly half the market.

This slide analyzes the future growth trends in the luxury goods market, focusing particularly on China's role. It highlights domestic versus international spending in the context of overall market growth.

Analyzes the company’s long-term involvement in China and outlines strategies for capitalizing on the developing market, emphasizing the potential for growth and investment.

The slide outlines Ipsos' market strength in China, noting stability during COVID-19, the acquisition of Shanghai Focus RX, and the rebounding GDP growth in 2023.

This slide explores changing consumer preferences in China’s fashion market. Domestic brands are gaining in non-luxury segments, while luxury spending shows a decline due to “luxury shame” and changing values. The market outlook is cautious, with growth shifting abroad and toward domestic purchases.

This slide highlights China's increasing market share in global pulp consumption, with detailed comparisons of demand across regions, especially in Latin America, Indonesia, and others for 2022 vs. 2024 projections.

Offers a semi-annual analysis of M&A activity in China. The chart shows fluctuations with a recent uptrend in value, jumping by a third in 2H24 to US$158bn. Despite fewer mega-deals, the trend suggests renewed activity.

Discusses China's strong service sector and the potential economic impact of the metaverse, providing insights into China's GDP, innovation index ranking, and digital readiness.

The slide presents China's monetary policy impacts on exchange rates and key policy interest rates, indicating trends in currency value and policy adjustments.

Highlights strong forecasted growth for NEVs in China through 2025 under various xEV scenarios, with potential for up to 47% xEV share.

The slide examines foreign investment in onshore Chinese equities, comparing total holdings and China's weight in various global market indicators, providing insight into the role of China in the global financial market.

This historical chart tracks outbound M&A activity from Mainland China, showing a major peak in 2016 followed by a significant decline through 2024. The value in 2024 is the lowest since the 2008 financial crisis, despite a modest uptick in deal count. It reflects tightening investment flows and cautious international expansion.

The slide analyzes China's property market trends, focusing on housing prices, transaction volumes, and the funding structure of property developers.

This slide shows China's recovery in various industries post-2021 compared to the world, focusing on sales growth and travel occupancy. Used for analyzing economic resilience and recovery trends.

This slide highlights the higher prevalence of ROPO behavior among Chinese consumers compared to global luxury consumers, indicating the challenges faced by online solo shopping due to counterfeit fears and lack of luxury experience on mass market platforms.

The slide projects future scenarios for China's scrap supply and demand by 2025, exploring potential industry developments and strategic considerations.

The slide analyzes sector earnings and valuations in China, focusing on earnings growth estimates and price-to-earnings ratios for different sectors. It is used for financial performance evaluation and investment decision-making.

This slide analyzes China's self-sufficiency in key technologies, categorizing products by their self-sufficiency rates and technology entry barriers. It highlights areas where China is more or less self-sufficient in technology production.

The slide emphasizes the importance of social commerce and livestreaming in China’s fashion market. It discusses challenges around profitability and distribution between branded and value products. The bar chart presents monthly active user growth across Douyin, Pinduoduo, and Taobao. Strategic considerations include fee pressure from livestreamers and the shift in platform branding strategies.

This slide highlights the importance of social media and influencers in luxury purchase decisions among Chinese consumers, comparing data from 2017 and 2016.

This slide compares the relevance of different online sources of information for luxury purchases, emphasizing the higher importance of social media and influencers for Chinese consumers compared to global consumers.

This slide demonstrates the high frequency of social media use among Chinese luxury consumers compared to global averages, indicating a higher engagement with luxury brands through social media.

Analyzes China's technological advancements, focusing on deep tech, manufacturing independence, and digital payment adoption, highlighting China's plans for 5G and 6G networks.

This slide presents China's strategic focus in technology as outlined in their 14th Five-Year Plan, highlighting key imperatives to become a global digital powerhouse within the next five years. It breaks down the plan into four main objectives such as investment in digital infrastructure and enhancing education quality, aimed at fostering international collaboration and maintaining a policy of openness.

Venture activity in China continues to decline, with Q3 2024 showing minimal IPO activity and reduced deal counts. The commentary suggests regulatory caution and economic uncertainty are dampening VC dynamics, with a wait-and-see approach for the remainder of 2024.

The slide highlights the trend of Chinese consumers increasing their luxury spending domestically, driven by repatriation and changing consumption habits post-COVID-19.

This slide highlights how reduced US tariffs on Chinese imports lower the risk of goods being diverted into the UK market, mitigating the dumping risk for domestic manufacturers. Sectors like electrical equipment and motor vehicles are most exposed. Bubble sizes represent 2024 import values.

This slide shows the significant involvement of Chinese investors in Indonesian start-ups, accounting for approximately 95% of investment value in 2017, showcasing major investment amounts from companies like Tencent and Alibaba.

Discusses the significant impact of local and international spending by Chinese consumers on the luxury goods market over three years, highlighting the doubling of local spending.

Discusses the growing influence of Chinese OEMs in the global automotive market, especially in BEV production. Analyzes the market share and strategic positioning of Chinese suppliers in the global top 100 suppliers.

This slide explains the funding allocation under the US CHIPS Act, emphasizing that only 5% is directed to legacy chip production. It breaks down how over $52B will be spent, highlighting delays in impact and lack of support for industrial/automotive applications.

This slide presents a $4 billion allocation from the CHIPS and Science Act, breaking it down into three components: $2B for microelectronics research and training, $1.5B for software and hardware 5G networks, and $500M for international coordination on semiconductor security.

This slide presents a breakdown of CHIPS Act spending from 2022–2026. It categorizes appropriations for R&D, loan programs, tax credits, and specific funds for semiconductor development and innovation. It communicates strategic investment priorities for boosting U.S. technology leadership.

This slide contrasts the influence of megatrends on basic vs. value-adding CHQ capabilities. Value-adding functions such as “Strengthen Innovation” and “Manage Complexity” show greater impact. Digitalization and talent provision are emphasized as strategic levers.

This slide ranks CHQ functions by their involvement in executing capabilities, with Strategy & M&A and IT at the top. It highlights the growing strategic importance of IT and PMO roles in enabling transformation and managing complexity.

This slide maps CHQ capability execution across different performance groups. Best performers excel in value-adding roles like innovation and complexity management, while low performers struggle with talent and execution.

This slide discusses future headcount trends. While shared service centers (SSC) are expected to grow in size, respondents are divided on the future of CHQ sizes, with nearly equal projections for increase, decrease, or no change.

The slide outlines the "Design-to-Value" framework to optimize CHQ. It integrates six parameters—leadership, ownership cost, capabilities, benchmarking, roles, and efficiency—to guide future CHQ transformation.

The slide compares tenure lengths for executive positions in tech companies. Head of Marketing shows the highest churn, while MDs and CEOs have the longest tenure. It emphasizes stability in technical leadership roles (e.g., CSOs, CTOs) and contrasts this with higher turnover in commercial roles, particularly in sales and marketing.

Discusses the strength and completeness of a financial institution's Corporate and Investment Banking (CIB) segment and client impact.

This diagram illustrates the synergy among JP Morgan's CIB businesses—Investment Banking, Markets, Payments, and Securities Services—and their client coverage. It shows the percentage of clients engaged with multiple CIB services, emphasizing comprehensive client solutions and connectivity.

Emphasizes diversified CIB performance with strong Global Markets (especially FICC) offsetting declines in Investment Banking. Highlights YoY income shifts and transaction banking gains despite sector-specific headwinds.

Barclays' CIB performance with detailed metrics, highlighting diversification benefits across various segments.

Focuses on risk management within Corporate and Investment Banking (CIB), showing RWA increases from FX/regulatory changes. It highlights low-risk exposure in real estate lending and a reduction in leveraged finance commitments.

Geared towards financial strategists and investors, it highlights the robust growth of CIB Treasury Services, with a focus on revenue increases, expense management, and deposit growth, essential for evaluating business health and operational strategy.

Discusses the growth opportunities and strategies for client acquisition and relationship management in the C&I franchise of JPMorgan Chase & Co. Utilizes numerical data and a process flow timeline to present expansion plans and customer relationship deepening methods.

Evaluates the C&I loan portfolio's risk discipline, focusing on diversified industry spread and underwriting quality, paired with market trend observations and net charge-off rates.

This slide analyzes the recovery and growth projections of the cinema industry in Hong Kong, highlighting impacts of COVID-19, local film market share, and revenue metrics. It's useful for presenting market recovery scenarios and future revenue estimations.

Discusses the significant drop and recovery forecast of box-office collections in India from 2020 to 2025, with specific growth percentage figures.

The slide identifies the top challenges faced by CIOs, with a particular focus on issues related to resources and talent, making it a tool for HR strategy discussions.

Shows the decline in Europe's cost-to-income ratio over 15 years and discusses the impact of AI investment on profitability and cost efficiency.

The slide presents improvements in cost execution, highlighting a decline in CIR from 85% to 61%. It emphasizes cost discipline, alignment with FY2025 targets, and continued investment capacity despite lower expenses.

This slide explains the circular carbon economy concept, including reducing, reusing, recycling, and removing carbon.

Highlights how integrating circular intelligence can drive business value across various operational aspects. This slide is particularly useful for discussions on implementing circular strategies in business processes, enhancing data integration, and driving operational efficiencies.

Offers a detailed view of sub-models within the circular business model framework, describing how each can be implemented to enhance sustainability and efficiency. The slide serves as a guide for businesses looking to adopt more sustainable practices by choosing appropriate sub-models based on their operational needs.

Advocates for a circular economy approach to address resource scarcity and enhance sustainability in South Africa.

Describes five different business models that leverage circular economy principles to reduce inefficiencies and enhance sustainability. These models focus on various aspects such as resource recovery, product life extension, and sharing platforms to optimize resource use.

This slide explains the concept of the circular economy by identifying key inefficiencies in traditional linear business models and suggesting strategic interventions to mitigate these inefficiencies, thereby creating business value through sustainability practices.

Provides a roadmap for making a product fully circular, emphasizing the importance of starting small, learning, and scaling. Ideal for use in product development meetings or sustainability strategy sessions, focusing on practical steps and high-impact strategies for circular product design.

The slide provides an overview of the circular fashion ecosystem, detailing various stages from brands and designers to recycling, aiming to maximize utilization and reduce demand.

This slide discusses how CEOs from different industries are integrating circular business models into their supply chains to enhance sustainability.

Highlights the key circularity opportunities identified for different industries to reduce inefficiencies and scale transformation. The slide maps specific strategies like repair, upgrade, and sustainable recycling to respective sectors.

Compares financial efficiency across different sectors of the business from 2021 to 2026.

Highlights strategies for reducing the cost/income ratio through operational efficiencies and revenue growth, suitable for analyzing operational cost management.

Tracks KPIs including revenue growth (Group CAGR 6%), cost/income ratio improvement, RoTE increase, and steady CET1 ratio. Demonstrates financial resilience and improved efficiency across the banking group.

Discusses how the Future of Work puts pressure on urban development, necessitating better infrastructure and efficient local supply chains.

The slide classifies Indonesian cities into four tiers, illustrating the distribution of cities and highlighting various socio-economic parameters.

Compares cultural and creative metrics of London, New York, Berlin, and Paris, showing strengths and metrics

Examines city and town level performance across the UK, forecasting employment growth from 2024 to 2026, with a focus on regional disparities.

This slide visualizes public trust in civil servants, showing significant differences across countries. France, Singapore lead, while Peru and Argentina score lowest.

Provides an overview of Clarion's global presence, focusing on sales by region and the distribution of its manufacturing and development centers, emphasizing the company's operational scope.

Describes the four-step process for classifying sustainable finance transactions at Deutsche Bank, ensuring adherence to their framework and validating through external reporting.

This slide focuses on the impact of declining classified ad revenues on overall newspaper revenue, highlighting economic challenges in the media industry. The detailed segmentation can help media companies and advertisers understand specific revenue shifts and strategize accordingly.

Highlighting how Ørsted and Iberdrola have made significant strides in reducing emissions through the adoption of clean-energy technologies, this slide serves as a case study for the positive impact and scalability of such initiatives. It is useful for discussions on best practices in sustainability within the energy sector, demonstrating tangible outcomes and strategies employed by leading companies.

Evaluates the geopolitical and economic implications of increased global spending on clean energy, highlighting the competition and strategic positioning of nations.

This slide addresses the broader impact of clean-energy technology trends across various industries such as metals and mining, oil and gas, and construction. It discusses the implications of these trends on resource demand and value pools. Ideal for an overview of industry-wide shifts due to clean energy, it is a resource for those assessing strategic planning, investment opportunities, or regulatory impacts across the affected sectors.

This slide quantifies global investment needs in low-emission fuels, energy infrastructure, and electricity to achieve net zero by 2050. It projects clean energy job creation and underscores the importance of workforce upskilling.

Details why leaders should pay attention to clean energy trends, citing significant capital investment and regulatory changes.

Analyzes trends in clean energy, detailing contributions from renewable energy, sustainable fuels, and hydrogen-based fuels toward net-zero emissions.

This slide presents contrasting perspectives on the viability and future of clean-energy technologies. It's structured for strategic planning sessions, offering a platform for debate on the sustainability of traditional renewables, the feasibility of 100% renewable energy adoption, and the growth potential in clean tech markets. This is aimed at stakeholders who are formulating long-term strategies and considering the varying opinions and data points in the clean-energy discourse.

Highlights Southeast Asia's growing climate finance since 2016, identifying a $50B funding gap to meet 2030 pledges. It emphasizes the urgency for private capital and outlines structural challenges due to shifts like US withdrawal from JETP.

Highlights key technologies shaping the future of clean energy, such as solar photovoltaics, wind generation, nuclear fusion, and hydrogen-based fuels.

Discussing the uncertainties in the clean-energy sector, this slide lists the challenges facing renewables, hydrogen production, electrification, and the integration of energy storage and smart grids. It's vital for risk management, highlighting areas that require innovation, regulatory clarity, and investment to achieve scalability in clean-energy technologies. Aimed at professionals in risk assessment and strategic planning, it calls attention to the complexities of transitioning to sustainable energy sources.

The slide evaluates the cost-competitiveness of clean hydrogen in different sectors, emphasizing the potential for hydrogen to become competitive by 2030.