Asia / Mainland China

Mainland China

Group Research / February 01, 2020

Photo Credit - AFP

Mainland China
 
GDP growth, % YoY
CPI inflation, % YoY
 4Q201Q212Q213Q214Q21
Exchange rates, end of period6.66.76.676.646.61
Policy interest rates, end of period3.853.853.853.853.85

China Industry Insights

China / Consumer Staples
China Food Retail Sector: Go for stocks with merits

China Food Retail Sector: Go for stocks with merits

November 25, 2020

The second half of 2020 could be challenging for the sector due to a myriad of factors but selected operators should still outperform. Find out what ...

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China / Real Estate
Signs of Chinese property prices being kept in check

Signs of Chinese property prices being kept in check

November 17, 2020

Residential property sales in China continue to be healthy. Some overheated cities may see further restrictive measures but signs that prices are bei...

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China / Materials
Inventory drawdown to accelerate

Inventory drawdown to accelerate

November 12, 2020

We expect the inventory drawdown that is underway across China’s materials sector to support product price uptrend in 4Q20.

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China Economics Insights

China / GDP, FX, BRI
China in 2021: Outlook, Dual Circulation Strategy, relationship with US, RCEP, and BRI

China in 2021: Outlook, Dual Circulation Strategy, relationship with US, RCEP, and BRI

November 23, 2020

Relationship with the US ought to become more predictable under the presidency of Joe Biden.

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China / Economics & Strategy
China’s onshore bond and FX markets

China’s onshore bond and FX markets

November 02, 2020

A primer for foreign investors.

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China / Interest Rate
China government bonds: The alternative to DM

China government bonds: The alternative to DM

October 12, 2020

The hedging qualities of China government bonds are underappreciated.

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China Economics Daily

China / Interest Rates
CNY Rates: Stimulus withdrawal

CNY Rates: Stimulus withdrawal

November 27, 2020

CGB yields will stay buoyant with the curve flattish.

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China / GDP
China: Recovery on track

China: Recovery on track

November 16, 2020

October data show a quickening pace of recovery.

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China / GDP
China: Recovery continues, monetary policy neutral

China: Recovery continues, monetary policy neutral

October 19, 2020

China’s economic recovery remains intact.

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China Equities

China / Equities
Shenzhen to take the lead in GBA initiative

Shenzhen to take the lead in GBA initiative

October 15, 2020

While there were no new themes announced at the anniversary of Shenzhen SEZ’s establishment, President Xi reiterated his plan for the city. Find out ...

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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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The information herein is published by DBS Bank Ltd and PT Bank DBS Indonesia (collectively, the “DBS Group”). It is based on information obtained from sources believed to be reliable, but the Group does not make any representation or warranty, express or implied, as to its accuracy, completeness, timeliness or correctness for any particular purpose. Opinions expressed are subject to change without notice. Any recommendation contained herein does not have regard to the specific investment objectives, financial situation & the particular needs of any specific addressee. The information herein is published for the information of addressees only & is not to be taken in substitution for the exercise of judgement by addressees, who should obtain separate legal or financial advice. The Group, or any of its related companies or any individuals connected with the group accepts no liability for any direct, special, indirect, consequential, incidental damages or any other loss or damages of any kind arising from any use of the information herein (including any error, omission or misstatement herein, negligent or otherwise) or further communication thereof, even if the Group or any other person has been advised of the possibility thereof. The information herein is not to be construed as an offer or a solicitation of an offer to buy or sell any securities, futures, options or other financial instruments or to provide any investment advice or services. The Group & its associates, their directors, officers and/or employees may have positions or other interests in, & may effect transactions in securities mentioned herein & may also perform or seek to perform broking, investment banking & other banking or finan­cial services for these companies. The information herein is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Sources for all charts & tables are CEIC & Bloomberg unless otherwise specified.

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