Asia / Mainland China

Mainland China

Group Research / February 01, 2020

Photo Credit - AFP

Mainland China
 
GDP growth, % YoY
CPI inflation, % YoY
 2Q203Q204Q201Q212Q21
Exchange rates, end of period7.107.087.067.026.98
Policy interest rates, end of period4.353.703.553.553.55

China Industry Insights

China / Materials
Demand for materials to pick up further in China

Demand for materials to pick up further in China

July 13, 2020

We expect overall material consumption from downstream sectors to remain upbeat, especially as we move closer to China’s National Day in Octobe...

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China / Financials
Deepening SOE reform the next catalyst

Deepening SOE reform the next catalyst

July 07, 2020

China’s plan to deepen SOEs’ mixed-ownership reform signals more funding activities to come. We expect this to drive earnings in China’s brokerage se...

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China / Financials
China banks faring better than feared

China banks faring better than feared

June 26, 2020

Chinese regulators have asked financial institutions to forego Rmb1.5tr of profits to support the country’s economic recovery. We believe the overall...

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China Economics Insights

China / FX
China/HK: GBA Wealth Connect is coming

China/HK: GBA Wealth Connect is coming

July 09, 2020

The PBoC and its Hong Kong and Macau counterparts have recently announced plans to establish a cross-boundary Wealth Management Connect pilot scheme ...

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China / Interest Rates
China: Liquidity, monetary policy, and rates outlook

China: Liquidity, monetary policy, and rates outlook

June 17, 2020

We expect the People's Bank of China (PBOC) to stand pat on its loan prime rates next Monday.

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China / Budget
China: Fiscal expansion to revive demand

China: Fiscal expansion to revive demand

May 22, 2020

China abandons GDP target for the first time amid coronavirus threat.

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China Economics Daily

China / GDP,trade
China: Halting progress in phase-one deal with US

China: Halting progress in phase-one deal with US

July 14, 2020

China's politically sensitive monthly trade surplus with the US widened further to USD29.4bn in June.

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China / GDP
China: Muted recovery; more easing ahead

China: Muted recovery; more easing ahead

June 15, 2020

May data indicated further stabilization of supply-side alongside moderate recovery of demand side indicators.

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China / Trade
China: China-ASEAN trade to flourish

China: China-ASEAN trade to flourish

June 08, 2020

China's exports contracted 3.3% YOY in May as the coronavirus pandemic continued to weigh on external demand.

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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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