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Citi Wealth Insights

Bringing Citi’s global views to you.

CIO Audio Commentary

Wealth Insights | CIO Perspectives | Asia-Pacific | Economy

CIO Perspectives - 25 July 2022

By Citi |
In this week's CIO Perspectives, Head of Investment Strategy APAC Ken Peng looks at the mortgage boycotts in China and whether this will derail any potential recovery in the second half of 2022.
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Wealth Insights | Asia-Pacific | Equities

China Under Pressure

By Citi Wealth Insights |
The valuation of Chinese equity markets has become far more attractive after the recent correction. MSCI China is now only valued at 53% of the S&P 500, a historic low. Given the expected additional fiscal policy stimulus and further monetary policy easing, Chinese asset prices will likely see support. CIO maintains a positive view on the Chinese equity market for long-term investors.
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Wealth Insights | Asia-Pacific | Equities

Oversold Chinese stocks present a potential tactical opportunity

By Citi Wealth Insights |
The recent surge in COVID-19 infections in China hit a two-year high on Tuesday, driving stocks in the region to end the day at 21-month lows and raising serious concerns about the economic costs in the government’s quest to contain the disease. Makers from flash drives to glass for Apple’s iPhone screens are facing large setbacks as they comply with new stringent curbs, further straining global supply chains. Four cities (including Shenzhen, the home of major local tech firms like Huawei, Tencent, ZTE, Oppo, etc.) have been locked down, and Shanghai is also at risk of a lockdown.
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Asia-Pacific | Equities

China Property Risks Small Relative to Global Capacity to Absorb

By Citi Global Wealth Investments |
Global financial markets were rocked overnight with a highly correlated selloff across the world. Global equities fell about 2.0% with all regions and 10 of 11 sectors negative. US markets closed in the red with S&P 500 down 1.7%, Dow Jones -1.8%, and NASDAQ -2.2%. The catalyst was the well-telegraphed news that Chinese property developer Evergrande would not make loan payments yesterday (Sep 20).
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Asia-Pacific

Hang Seng Down on Property Sector Troubles

By Citi Global Wealth Investments |
At the time of writing (3pm HKT), Hang Seng Index is down 3.46% on Monday (Sep 20) trading. The Hang Seng Property Index dropped nearly 7% to a 52-week low. Markets in Mainland China, Japan and South Korea are closed due to public holiday.
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Asia-Pacific

Bonds: Selective Opportunities in Variable Rate Loans

By Celestee Tan |
Fixed income is highly vulnerable to rising inflation and deliberately suppressed interest rates. That said, Citi analysts see some attractive areas within fixed income.
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