Skip to main content
Citi

Citi Wealth Insights

China: How Much More can the Rally Continue?

China: How Much More can the Rally Continue?

After the rally in early 2019 driven by the onset of Fed dovishness and trade deal progress, investors are asking, “how much more will this rally continue?
Continue Reading
-

China’s Jan-Feb Credit Data Remains Encouraging for Growth Stabilization

M2 growth decelerated by 0.4ppt to 8%YoY in Feb, worse than expected (at 8.4%YoY)
Continue Reading
-

China's NPC Takeaways and Implications

China equities have rallied 15-30% in the first two months of 2019. However, this still leaves historical forward P/E and P/B forward valuations on both MXCN (China MSCI Index) and CSI300 near the lows seen since the GFC.
Continue Reading
-

The Evolving Face of Asia

Asia’s emerging economies continue to challenge the dominance of the US and Europe, as Asian middle class is projected to expand 84% by 2030, the population migrates into cities, and advances in its home-grown technology.
Continue Reading
-

Chinese Equities Gain on Tariff Hike Delay

President Trump announced he will extend a deadline to raise tariff on Chinese goods beyond March 1st after the latest round of trade talks that wrapped up Sunday in Washington. Chinese equities subsequently rallied on the news with the Shanghai Composite Index gaining 5.60% on Monday.
Continue Reading
-

Implications of China's Greater Bay Area (GBA) Development

On 18 Feb, China’s State Council revealed details of the plan to develop the Guangdong-Hong Kong-Macau "Greater Bay Area", aiming to build a "world-class cluster of cities” while establishing the major cities as hubs for different sectors.
Continue Reading