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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?
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Positive Political Developments in UK and Europe

Positive Political Developments in UK and Europe

While political noise continues to linger in the background, more recently there has been positive news in UK and Europe, which if sustained, could potentially see a significant improvement in the global risk backdrop.
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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)
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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.
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If the US Slows, Could the Rest of the World Follow?

Citi analysts believe that rest of the world would be highly vulnerable to a US growth shock, but this may not fully reflect the increasingly important role China plays globally.
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Has Investor Sentiment Rebounded?

As markets rebounded in January and February, investor sentiment looks to be on a more sustained upward trend, supported by optimism on progress for both the US-China trade talks as well progress in Brexit negotiations.
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