Asia / Mainland China

Mainland China

Group Research / February 01, 2020

Photo Credit - AFP

Mainland China
 20182019f2020f2021f
GDP growth, % YoY6.66.14.55.6
CPI inflation, % YoY2.12.62.32.5
 1Q202Q203Q204Q201Q21
Exchange rates, end of period7.107.057.006.956.90
Policy interest rates, end of period4.003.853.703.553.55

China Industry Insights

China / Materials
China Cement Sector: Sales to pick up from an exceptionally low season

China Cement Sector: Sales to pick up from an exceptionally low season

April 02, 2020

China’s cement giants delivered good results in 2019. Demand took a hit in February this year due to COVID-19 but we do not think this will per...

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China / Materials
China Steel Sector: Can it withstand the pandemic?

China Steel Sector: Can it withstand the pandemic?

March 25, 2020

The sector is set to report steep earnings decline in FY19 but we expect major steel companies to maintain their 2020 production target. Find out why

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China / Consumer
China Education: Outbreak reshapes after-school training landscape

China Education: Outbreak reshapes after-school training landscape

March 23, 2020

We believe the COVID-19 outbreak could fast track the restructuring of the after-school training industry in China.

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China Economics Insights

China / GDP
China Chartbook: Work resumption on track, but challenges abound

China Chartbook: Work resumption on track, but challenges abound

April 03, 2020

With decreasing numbers of domestic infections, policymakers are scrambling to revitalise the economy.

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China / Inflation
China: Supply-induced inflation not a threat

China: Supply-induced inflation not a threat

March 10, 2020

February consumer inflation remained high at 5.2% YoY, following a 5.4% gain previous month.

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China / Growth
China Chartbook: How much the country has returned to work

China Chartbook: How much the country has returned to work

March 03, 2020

This chartbook illustrates how the coronavirus could affect the China’s economy and beyond.

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China Economics Daily

China / Economics
Kopi Time Podcast with Taimur Baig

Kopi Time Podcast with Taimur Baig

February 28, 2020

This episode: Slava Shilin on learning Mandarin and humanising China

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China / Economics
Kopi time with Taimur Baig: A podcast series.

Kopi time with Taimur Baig: A podcast series.

February 24, 2020

This week: Prof Bert Hofman on China with a focus on Covid-19

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China / Monetary
China: LPR cut delivered; more in the pipeline

China: LPR cut delivered; more in the pipeline

February 20, 2020

The PBOC cut its one-year loan prime rate to 4.05% from 4.15%.

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China Equities

China / Equities
China Monthly Market Pulse: Outbreaks don’t last forever

China Monthly Market Pulse: Outbreaks don’t last forever

February 07, 2020

Sectors like online education, internet and e-commerce expected to structurally benefit from 2019-nCov outbreak.

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China / Equities
Monthly Market Pulse: Off to a good start

Monthly Market Pulse: Off to a good start

January 06, 2020

Partial trade deal between US and China, coupled with buzzling activity on the HK Stock Exchange, rekindles risk appetite for investors.

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China / Strategy
2020 Market Outlook: Hindsight is 20/20

2020 Market Outlook: Hindsight is 20/20

December 06, 2019

Decoupling of US-China relations will define future investment environment, including new opportunities for companies and investors to leverage.

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