Asia / Mainland China

Mainland China

Group Research / October 01, 2019

Photo Credit - AFP

Mainland China
GDP growth, % YoY6.
CPI inflation, % YoY1.
Exchange rates, end of period6.877.
Policy interest rates, end of period4.354.354.354.354.35
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Intensified policy support is a necessity to buttress the economy.ChinaGrowth/iwov-resources/aics/images/AICS/AIO/en/112019/191111_insights_thumb_China.jpg/aics/templatedata/article/generic/data/en/GR/112019/191111_insights_china.xmlChina 2020 – A Better Year AheadNovember 11, 2019China’s GDP growth edged down from 6.2% YoY in 2Q to 6.0% YoY in 3Q, in line with our forecast.ChinaGrowth/iwov-resources/aics/images/AICS/AIO/en/102019/191021_insights_thumb_china.jpg/aics/templatedata/article/generic/data/en/GR/102019/191021_insights_china.xmlChina: How far can consumption drive the economy?October 21, 2019China’s growth has averaged 10% a year since 1978 and 850mn people have been lifted out of poverty. Given increased focus on technology innovation, the chance of further gains seems substantial.ChinaGrowth/iwov-resources/aics/images/AICS/AIO/en/092019/190930_economics_thumb_china_chartbook.jpg/aics/templatedata/article/generic/data/en/GR/092019/190930_economics_china_chartbook.xmlChina Chartbook : 70th Anniversary of the People’s Republic of ChinaSeptember 30, 2019China Economics DailyEconomicsView AllRead Morenotaligned46The outlook of the external environment has remained cloudy despite tariffs to be effective this week is delayed.ChinaTrade/iwov-resources/aics/images/AICS/AIO/en/102019/191015_insights_thumb_china.jpg/aics/templatedata/article/generic/data/en/GR/102019/191015_insights_china.xmlChina: Trade talks surprises but not trade dataOctober 15, 2019Six years after declaring war on pollution, China is making progress.ChinaGrowth/iwov-resources/aics/images/AICS/AIO/en/092019/190923_economics_thumb_chart_of_the_week.jpg/aics/templatedata/article/generic/data/en/GR/092019/190923_economics_chart_of_the_week.xmlChart of the Week: China’s war on pollutionSeptember 23, 2019August’s data reinforces our view that growth will probably weaken more this quarter and increase the likelihood of further policy easing.ChinaGrowth/iwov-resources/aics/images/AICS/AIO/en/092019/190916_insights_thumb_china.jpg/aics/templatedata/article/generic/data/en/GR/092019/190916_insights_china.xmlChina: Weak August data calls for more looseningSeptember 16, 2019China EquitiesInsightsEquitiesView AllRead Morenotaligned42Civil unrest in HK adds to challenging relationship stemming from US-China trade war. Investors advised to focus on defensive names and those that offer secular growth opportunities.ChinaEquities/iwov-resources/aics/images/AICS/AIO/en/102019/191004_strategy_thumb_hk_monthly.jpg/aics/templatedata/article/generic/data/en/GR/102019/191004_strategy_hk_monthly.xmlMonthly Market Pulse: IPO activities resume despite ongoing challengesOctober 04, 2019Volatile market conditions prompt for cautious guidance from company management as civil unrest continues to plague Hong Kong society.ChinaEquities/iwov-resources/aics/images/AICS/AIO/en/092019/190903_strategy_thumb_china_monthly_pulse.jpg/aics/templatedata/article/generic/data/en/GR/092019/190903_strategy_china_monthly_pulse.xmlMonthly Market Pulse: Cautiousness prevails amidst trade war escalationSeptember 03, 2019Civil unrest in Hong Kong continue to weight on its economy with expectations for GDP growth to fall to 0% for the year.ChinaEquities/iwov-resources/aics/images/AICS/AIO/en/082019/190815_strategy_thumb_hk_market_strategy.jpg/aics/templatedata/article/generic/data/en/GR/082019/190815_strategy_hk_market_strategy.xmlMarket Strategy: What if HK unrest ends?August 15, 2019

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