Asia / Mainland China

Mainland China

Group Research / February 01, 2020

Photo Credit - AFP

Mainland China
 
GDP growth, % YoY
CPI inflation, % YoY
 3Q204Q201Q212Q213Q21
Exchange rates, end of period6.936.976.936.916.89
Policy interest rates, end of period3.703.553.553.553.55

China Industry Insights

China / Real Estate
China REIT Sector: Ready for take off

China REIT Sector: Ready for take off

September 17, 2020

We believe the pilot C-REIT is a good start and enables regulators to gradually fine-tune the policies to support C-REIT’s development.

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China / Consumer
Brighter 2H20 for China home appliance sector

Brighter 2H20 for China home appliance sector

September 16, 2020

Despite the challenges posed by the pandemic, China’s home appliance players are adapting well to changes in consumer behaviour and we expect sales r...

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China / Real Estate
Chinese developers’ presales growth back on track

Chinese developers’ presales growth back on track

September 15, 2020

We expect China’s residential property market to shake off COVID-19’s impact to conclude the year with a 0-5% growth.

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China Economics Insights

China / GDP,Greater Bay Area
China/HK Focus: GBA to thrive amidst adversity

China/HK Focus: GBA to thrive amidst adversity

September 10, 2020

Guangdong, at the heart of the Greater Bay Area, recorded a GDP contraction of 2.5%yoy in 1H.

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China / Currency, Trade
China Chartbook: An update on the internationalization of the RMB

China Chartbook: An update on the internationalization of the RMB

August 05, 2020

RMB has become a more attractive investment currency as evidenced by the increased foreign ownership in CGB.

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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 Economics Daily

China / GDP
China: A more balanced recovery from August data

China: A more balanced recovery from August data

September 15, 2020

August data showed that the economic recovery made more headway.

Read More
China / GDP, Retail sales
China: Online sales a pillar, not a supplement

China: Online sales a pillar, not a supplement

August 14, 2020

Coronavirus has accelerated shift to online purchasing.

Read More
China / AIC
2020 Asian Insights Conference Notes #3: Climate change and the great reset

2020 Asian Insights Conference Notes #3: Climate change and the great reset

July 30, 2020

Key takeaways and transcript of the 2020 Asia Leadership dialogue with Al Gore on “Climate Change and the Great Reset”

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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.

Read More
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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