Country / China

China

Group Research / April 01, 2019

Photo Credit - AFP

China
 20172018e2019f2020f
GDP growth, % YoY6.96.66.26.0
CPI inflation, % YoY1.62.12.32.3
 2Q193Q194Q191Q202Q20
Exchange rates, end of period6.877.157.207.157.10
Policy interest rates, end of period4.354.354.354.354.35

China Industry Insights

China / Financials
China Banking Sector: Financing stands strong

China Banking Sector: Financing stands strong

October 16, 2019

Chinese banks 3Q19 earnings expected to be positive with earnings growth forecasted to be intact at a mid-single digit rate and benign asset quality.

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China / Real Estate
China Property Management: Catch the rising stars

China Property Management: Catch the rising stars

October 09, 2019

Our analysts took a deep dive exploring China’s property management sector as interest in property investment continues to grow along with the ...

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China / Real Estate
China Property Sector: Value-unlocking is the latest buzzword

China Property Sector: Value-unlocking is the latest buzzword

September 27, 2019

Chinese property developers looking to dispose interest in projects in a bid to unlock value of existing landbanks.

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China Economics Insights

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...

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China / Rates
High Noon for distressed Chinese credit

High Noon for distressed Chinese credit

September 17, 2019

Chinese credit spreads have widened amidst growth risks and worsening profitability. A coming wall of maturities is likely to pose rollover concerns ...

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China / Monetary, Rates
China: More easing in the pipeline

China: More easing in the pipeline

September 09, 2019

The reduction was a response to persistent weakening of economic activities. We expect PBoC to lower RRR by another 50-100bps in Q4.

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China Economics Daily

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.

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China / Growth
Chart of the Week: China’s war on pollution

Chart of the Week: China’s war on pollution

September 23, 2019

Six years after declaring war on pollution, China is making progress.

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China / Growth
China: Weak August data calls for more loosening

China: Weak August data calls for more loosening

September 16, 2019

August’s data reinforces our view that growth will probably weaken more this quarter and increase the likelihood of further policy easing.

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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...

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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.

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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.

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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.

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