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Tag: China Strategy

China’s Economy in 2023

China’s Economy in 2023

My Opinions/ Views
UOBKH: Economic Activity China

UOBKH: Economic Activity China

Research - Equities
Are We Near the End of the Current Bear Market?

Are We Near the End of the Current Bear Market?

My Opinions/ Views
DBS: China data preview – GDP gain masks underlying weakness

DBS: China data preview – GDP gain masks underlying weakness

Research - Equities
DBS: China/ Hong Kong Market Focus

DBS: China/ Hong Kong Market Focus

Research - Equities
UOBKH: China Strategy

UOBKH: China Strategy

Research - Equities
Bloomberg: Goldman Sachs says China stocks may miss Party Congress boost

Bloomberg: Goldman Sachs says China stocks may miss Party Congress boost

News
DBS: China Market

DBS: China Market

Research - Equities
CIMB: China Autos (Overweight) – China’s smart electric vehicle boom

CIMB: China Autos (Overweight) – China’s smart electric vehicle boom

Research - Equities
Bloomberg: China Banks May Face $350 Billion in Losses From Property Crisis

Bloomberg: China Banks May Face $350 Billion in Losses From Property Crisis

News
Bloomberg: China’s Economy Deteriorated Further in July, Beige Book Says

Bloomberg: China’s Economy Deteriorated Further in July, Beige Book Says

News
DBS: China Credit – Warranted Caution Remains with China Property

DBS: China Credit – Warranted Caution Remains with China Property

Research - Equities
China Galaxy: China Strategy

China Galaxy: China Strategy

Research - Equities
DBS: China Real Estate

DBS: China Real Estate

Research - Equities
CIMB: China Banks (Neutral)

CIMB: China Banks (Neutral)

Research - Equities
China Galaxy: China Retail (Overweight)

China Galaxy: China Retail (Overweight)

Research - Equities
CIMB: China Property (Overweight)

CIMB: China Property (Overweight)

Research - Equities
China Galaxy: China Strategy – Latest Economic Situation

China Galaxy: China Strategy – Latest Economic Situation

Research - Equities
China’s Economy Should Maintain Upward Trend in Second Half, Gov’t Official Says

China’s Economy Should Maintain Upward Trend in Second Half, Gov’t Official Says

News
DBS: China Real Estate – New Alert: Suspension of mortgage servicing – Looming uncertainty ahead

DBS: China Real Estate – New Alert: Suspension of mortgage servicing – Looming uncertainty ahead

Research - Equities
How China Is Opening Up Further to Global Investors

How China Is Opening Up Further to Global Investors

News
Bloomberg: China’s Consumer Inflation Hits Two-Year High on Pork Rally

Bloomberg: China’s Consumer Inflation Hits Two-Year High on Pork Rally

News
Bloomberg: Citi Joins Man Group and PineBridge as Bullish on China Stocks

Bloomberg: Citi Joins Man Group and PineBridge as Bullish on China Stocks

News
Edge: Citi – US inflation to ease and China to lead global recovery

Edge: Citi – US inflation to ease and China to lead global recovery

News
China’s Shorter Quarantine Times Will Boost Investor Confidence, Morgan Stanley Says

China’s Shorter Quarantine Times Will Boost Investor Confidence, Morgan Stanley Says

News
Edge: Investors should focus on equities in the current environment with more defensive bias: Julius Baer

Edge: Investors should focus on equities in the current environment with more defensive bias: Julius Baer

News
Bloomberg: China Stocks Eye Bull Market as Shorter Quarantine Fuels Gains

Bloomberg: China Stocks Eye Bull Market as Shorter Quarantine Fuels Gains

News
Bloomberg: China Cuts Travel Quarantine in Biggest Covid Zero Shift Yet

Bloomberg: China Cuts Travel Quarantine in Biggest Covid Zero Shift Yet

News
UOBKH: STRATEGY – CHINA

UOBKH: STRATEGY – CHINA

Research - Equities
JPM: Mid-Year Investment Outlook 2022 – Assessing recession risk

JPM: Mid-Year Investment Outlook 2022 – Assessing recession risk

Research - Equities
OIR: China Strategy – a modest and bumpy consumption recovery

OIR: China Strategy – a modest and bumpy consumption recovery

Research - Equities
Bloomberg: China Regulator Says Risks Are Under Control at Small Banks

Bloomberg: China Regulator Says Risks Are Under Control at Small Banks

News
Bloomberg: China Outbreaks Shift to South With Shenzhen, Macau on Alert

Bloomberg: China Outbreaks Shift to South With Shenzhen, Macau on Alert

News
Shenzhen Flareup Sparks Limited Lockdown: China Lockdown Tracker

Shenzhen Flareup Sparks Limited Lockdown: China Lockdown Tracker

News
Biden says he and China’s Xi to talk ‘soon,’ weighing tariffs

Biden says he and China’s Xi to talk ‘soon,’ weighing tariffs

News
China’s business and investment trends

China’s business and investment trends

News
China Rally Stands Out as Global Stocks Fret Over Fed Hikes

China Rally Stands Out as Global Stocks Fret Over Fed Hikes

News
China Home Sales Post First Month-on-Month Gain Since December

China Home Sales Post First Month-on-Month Gain Since December

News
China Stocks Jump With High Volume, Bucking Global Market Rout

China Stocks Jump With High Volume, Bucking Global Market Rout

News
US Companies Still Not Fully Operating After Shanghai Lockdown

US Companies Still Not Fully Operating After Shanghai Lockdown

News
China Industrial Output Rebounds While Consumers Still Wary

China Industrial Output Rebounds While Consumers Still Wary

News
China Puts Monetary Easing on Hold With Fed Set to Hike Rates

China Puts Monetary Easing on Hold With Fed Set to Hike Rates

News
China Data to Show Contraction in May With Few Recovery Signs

China Data to Show Contraction in May With Few Recovery Signs

News
iFAST: Upgrading Chinese equities: If there is ever a good time to enter China’s stock market, it is now.

iFAST: Upgrading Chinese equities: If there is ever a good time to enter China’s stock market, it is now.

Research - Unit Trusts/ ETF
Bloomberg: June’s Looking Like a Game Changer for Beleaguered China Stocks

Bloomberg: June’s Looking Like a Game Changer for Beleaguered China Stocks

News
Bloomberg: China Markets Spring Back Into Action as Covid Lockdowns Ease

Bloomberg: China Markets Spring Back Into Action as Covid Lockdowns Ease

News
Bloomberg: Xi Says Social Stability Key in Balancing China Economy, Virus

Bloomberg: Xi Says Social Stability Key in Balancing China Economy, Virus

News
Bloomberg: China’s Moderating Inflation Leaves Room for More Easing

Bloomberg: China’s Moderating Inflation Leaves Room for More Easing

News
Bloomberg: Covid Flares Anew in Shanghai, Sending Some Back to Lockdown

Bloomberg: Covid Flares Anew in Shanghai, Sending Some Back to Lockdown

News
Alibaba shares drop 8% after Jack Ma’s Ant Group and regulator squash talk of revived IPO

Alibaba shares drop 8% after Jack Ma’s Ant Group and regulator squash talk of revived IPO

News
Brighter 2023 as China turns down heat on tech, property

Brighter 2023 as China turns down heat on tech, property

News

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