Asia / Mainland China

Mainland China

Group Research / October 01, 2019

Photo Credit - AFP

Mainland China
 20182019f2020f2021f
GDP growth, % YoY6.66.15.85.6
CPI inflation, % YoY2.12.62.32.5
 1Q202Q203Q204Q201Q21
Exchange rates, end of period7.207.157.107.057.00
Policy interest rates, end of period4.354.354.354.354.35

China Industry Insights

China / Consumer
China Catering Sector: Blue Skies

China Catering Sector: Blue Skies

December 06, 2019

Our analysts took a deep dive exploring how China’s restaurant and catering business environment has evolved over the years as the country&rsqu...

Read More
China / Telecom
China Hardware Sector: Impact of foldable smartphones on supply chain

China Hardware Sector: Impact of foldable smartphones on supply chain

November 22, 2019

Display panel suppliers set to benefit as popularity of foldable smartphones gains traction, making up c. 10% of all smartphones globally by 2022-202...

Read More
China / Commodities
China Aluminium Sector: Improving demand outlook

China Aluminium Sector: Improving demand outlook

November 19, 2019

Gradual recovery in property sales set to spike China’s aluminium consumption, which is expected to grow by 4.5% p.a in 2019-2020.

Read More

China Economics Insights

China / Growth
China Outlook 2020: A Better Year Ahead

China Outlook 2020: A Better Year Ahead

November 11, 2019

China’s GDP growth will moderate to 5.8% next year, slower than the 6.1% forecast for 2019. Intensified policy support is a necessity to buttre...

Read More
China / Growth
China: How far can consumption drive the economy?

China: How far can consumption drive the economy?

October 21, 2019

China’s GDP growth edged down from 6.2% YoY in 2Q to 6.0% YoY in 3Q, in line with our forecast.

Read More
China / Growth
China Chartbook : 70th Anniversary of the People’s Republic of China

China Chartbook : 70th Anniversary of the People’s Republic of China

September 30, 2019

China’s growth has averaged 10% a year since 1978 and 850mn people have been lifted out of poverty. Given increased focus on technology innovation, t...

Read More

China Economics Daily

China / Credit
Credit: China holds fast to its USD bond market

Credit: China holds fast to its USD bond market

November 26, 2019

China's USD bond offering affirms policy continuity in the offshore USD bond market, even with US-China trade tensions, the ascendancy of the onshore...

Read More
China / Growth
China: Sub-6% growth ahead

China: Sub-6% growth ahead

November 14, 2019

GDP growth will slow further to 5.8% in 4Q19 and result in a full-year of 6.1% this year.

Read More
China / Trade
China: Trade talks surprises but not trade data

China: Trade talks surprises but not trade data

October 15, 2019

The outlook of the external environment has remained cloudy despite tariffs to be effective this week is delayed.

Read More

China Equities

China / Equities
Monthly Market Pulse: IPO activities resume despite ongoing challenges

Monthly Market Pulse: IPO activities resume despite ongoing challenges

October 04, 2019

Civil unrest in HK adds to challenging relationship stemming from US-China trade war. Investors advised to focus on defensive names and those that of...

Read More
China / Equities
Monthly Market Pulse: Cautiousness prevails amidst trade war escalation

Monthly Market Pulse: Cautiousness prevails amidst trade war escalation

September 03, 2019

Volatile market conditions prompt for cautious guidance from company management as civil unrest continues to plague Hong Kong society.

Read More
China / Equities
Market Strategy: What if HK unrest ends?

Market Strategy: What if HK unrest ends?

August 15, 2019

Civil unrest in Hong Kong continue to weight on its economy with expectations for GDP growth to fall to 0% for the year.

Read More

Disclaimers and Important Notices

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.

DBS Bank Ltd., 12 Marina Blvd, Marina Bay Financial Center Tower 3, Singapore 018982. Tel: 65-6878-8888. Company Registration No. 196800306E.

PT Bank DBS Indonesia, DBS Bank Tower, 33rd floor, Ciputra World 1, Jalan Prof. Dr. Satrio Kav 3-5, Jakarta, 12940, Indonesia. Tel: 62-21-2988-4000. Company Registration No. 09.03.1.64.96422.