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Citi Wealth Insights

China Signals More Stimulus Ahead

China Signals More Stimulus Ahead

Policy measures and resumption in trade talks raise odds that 2H growth may be better than expected. Bond benchmark inclusions could also help support the currency and bond markets.
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Hong Kong: Have we Passed the Peak in Political Tensions?

Hong Kong: Have we Passed the Peak in Political Tensions?

Hong Kong equities surged 3.9% on 4th Sept 2019, on the back of Hong Kong leadership’s decision to scrap the controversial extradition bill in an effort to calm protests. Whilst there may still be pockets of unrest, Citi analysts believe that protests may recede.
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China’s Slowing Growth Backdrop and Trade Headwinds

The combination of trade conflict and poor domestic sentiment is hitting growth. In view of this, there may be greater impetus to ease policy in coming months.
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PM Johnson Suspends Parliament in Bold Move

British MPs are crying afoul after PM Boris Johnson received the Queen’s approval to suspend Parliament from Sep 9 to resume on Oct 14. The move has further heightened the risk of a no-deal exit on Oct 31.
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China – A Step Forward for Interest Rate Liberalization

China has introduced market-driven lending rate in a bid to lower borrowing costs amid a slowing economy. From 20 August, the People’s Bank of China will use the Loan Prime Rate (LPR) as the primary tool to influence lending cost.
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The Search for Yield... in Equities

The substantial rally in fixed income has improved the relative value of equity dividends. A modest correction of 10-15% in global equities from their peak could potentially be an opportunity to increase allocations, particularly in dividend yielding equities.
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