Country / China


Group Research / April 01, 2019

Photo Credit - AFP

GDP growth, % YoY6.
CPI inflation, % YoY2.
Exchange rates, end of period
Policy interest rates, end of period
/aics/[Akamai-Origin-Hop] = [2] [Accept] = [text/html,application/xhtml+xml,application/xml;q=0.9,*/*;q=0.8] [User-Agent] = [CCBot/2.0 (] [Connection] = [close] [X-Forwarded-Host] = [] [Host] = [] [Accept-Encoding] = [gzip] [True-Client-IP] = [] [Akamai-Origin-Request] = [1] [Via] = [1.1 (AkamaiGHost), 1.1 (AkamaiGHost)] [X-Akamai-CONFIG-LOG-DETAIL] = [true] [Cache-Control] = [max-age=21600] [X-Forwarded-For] = [,,] [Accept-Language] = [en-US,en;q=0.5] [X-Forwarded-Server] = [] templatedata/article/region/data/en/AIO/012016/19012016_china.xmlaics/regionChinaChina Industry InsightsInsightsIndustryView AllRead Morenotaligned280Analysts do not expect latest regulatory announcement by NDRC to have any material impact on large developers. Our top picks are Times, Aoyuan, Logan and Yuexiu.ChinaReal Estate/iwov-resources/aics/images/AICS/AIO/en/072019/190716_insights_thumb_china_property.jpg/aics/templatedata/article/generic/data/en/GR/072019/190716_insights_china_property.xmlChina Property Weekly Digest: Keeping land prices in checkJuly 16, 2019Listed developers feedbacked their unwillingness to revise up targets in lieu of market uncertainties. Our top picks are Times, Aoyuan, Logan and Yuexiu.ChinaReal Estate/iwov-resources/aics/images/AICS/AIO/en/072019/190715_insights_thumb_china_property.jpg/aics/templatedata/article/generic/data/en/GR/072019/190715_insights_china_property.xmlChina Property Sector: 1H19 results preview: On track to achieve full year growthJuly 15, 2019China education sector seeing steady growth and remains defensive towards potential trade tensions and economic slowdowns. Our top pick is China Education Group. \n.ChinaConsumer/iwov-resources/aics/images/AICS/AIO/en/072019/190711_insights_thumb_china_education_sector.jpg/aics/templatedata/article/generic/data/en/GR/072019/190711_insights_china_education_sector.xmlChina education sector: Marketing takeaways: Catalysts needed for upside movementsJuly 11, 2019China Economics InsightsInsightsEconomicsView AllRead Morenotaligned35“Man cannot control the current of events. He can only float with them and steer.” - Otto von BismarckChinaPolitics/iwov-resources/aics/images/AICS/AIO/en/062019/190606_insights_thumb_understanding_china_china_us_relationship_self_interest_vs_mutuality.jpg/aics/templatedata/article/generic/data/en/GR/062019/190606_insights_understanding_china_china_us_relationship_self_interest_vs_mutuality.xmlUnderstanding China - China-US Relationship: Self-interest vs MutualityJune 06, 2019Trade war’s impact will be unevenly distributed in local China. Disruption is expected to be more pronounced in the coastal regions that rely heavily on trade.ChinaTrade/iwov-resources/aics/images/AICS/AIO/en/052019/190522_economcis_thumb_China_chartbook_shadow_of_an_escalating_trade_war.jpg/aics/templatedata/article/generic/data/en/GR/052019/190522_economcis_China_chartbook_shadow_of_an_escalating_trade_war.xmlChina chart book - Shadow of an escalating trade warMay 22, 2019PBoC will lower RRR for mid- and small-sized banks, effective May 15. Broad-based easing cannot be ruled out if trade tensions escalate further. Expect CNY to depreciate as investors turn risk averse.ChinaEconomics/iwov-resources/aics/images/AICS/AIO/en/052019/190506_insights_thumb_china_RRR_cut_signals_PBoC_still_supportive.jpg/aics/templatedata/article/generic/data/en/GR/052019/190506_insights_china_RRR_cut_signals_PBoC_still_supportive.xmlChina: RRR cut signals PBoC still supportiveMay 06, 2019China Economics DailyEconomicsView AllRead Morenotaligned45Real GDP growth eased to 6.2% in 2Q19 from 6.4% YoY in 1Q19ChinaTrade, Growth/iwov-resources/aics/images/AICS/AIO/en/072019/190716_insights_thumb_China_Slowing_growth_along_with_signs_of_stabilization.jpg/aics/templatedata/article/generic/data/en/GR/072019/190716_insights_china_slowing_growth_along_with_signs_of_stabilization.xmlChina: Slowing growth along with signs of stabilizationJuly 16, 2019CGBs yield a massive 130bps over US Treasury and CGB curve still offers decent roll down. In a world where positive yields and steep curves get increasingly scarce by the day, CGBs look compelling.ChinaRates/iwov-resources/aics/images/AICS/AIO/en/072019/190708_insights_thumb_china_government_bonds.jpg/aics/templatedata/article/generic/data/en/GR/072019/190708_insights_china_government_bonds.xmlChina Government Bonds: Unlikely laggardsJuly 08, 2019The bar is high for the Xi-Trump meeting at the G20 to ease the trade impasse unless they can shift positions on some red lines.ChinaFX/iwov-resources/aics/images/AICS/AIO/en/062019/190625_insights_thumb_xi-trump_be_realistic_not_optimistic.jpg/aics/templatedata/article/generic/data/en/GR/062019/190625_insights_xi_trump_be_realistic_not_optimistic.xmlXi-Trump: Be realistic, not optimisticJune 25, 2019China EquitiesInsightsEquitiesView AllRead Morenotaligned38Earnings risk remain a key concern as overall environment of uncertainty caused companies to scale down investments. Investors advised to stay with defensive sectors.ChinaEquities/iwov-resources/aics/images/AICS/AIO/en/072019/190709_insights_thumb_china_monthly_market_pulse.jpg/aics/templatedata/article/generic/data/en/GR/072019/190709_insights_china_monthly_market_pulse.xmlMonthly Market Pulse: Don’t let your guard downJuly 09, 2019HSI tumbles 9% as Trump spooks markets with tariff tweets. Analysts expect real impact on China’s economy to be felt only in coming months.ChinaEquities/iwov-resources/aics/images/AICS/AIO/en/052019/190529_insights_thumb_strategy_hk_market_pulse.jpg/aics/templatedata/article/generic/data/en/GR/052019/190529_insights_strategy_hk_market_pulse.xmlMonthly Market Pulse: Long march aheadMay 29, 2019Our analysts took a deep drive to examine opportunities and challenges to come as the Greater Bay Area (GBA) embarks on its journey to become China’s newest innovation and technology hub.ChinaEquities/iwov-resources/aics/images/AICS/AIO/en/052019/190515_insights_thumb_greater_bay_area.jpg/aics/templatedata/article/generic/data/en/GR/052019/190515_insights_greater_bay_area.xmlGreater Bay Area: In-depth StudyMay 15, 2019

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