After taking the pandemic bull by its horns in the previous year, China has emerged from the health crisis to lead the global economic recovery. In 2021 – year of the metal ox as per the lunar calendar – China is expected to press on with reforms that promote long-term sustainable growth including expanding domestic demand and prioritising indigenous technology.
At HSBC Asset Management, we have been managing Chinese assets through various market cycles for over 30 years. Join us as we navigate China’s transition into the post-pandemic new normal and identify exciting investment opportunities along the way.
After emerging as the only major economy to record positive growth in 2020, China’s GDP growth is expected to accelerate to 8.5% in 2021
Source: Bloomberg, HSBC Asset Management, January 2021.
Any forecast, projection or target contained in this presentation is for information purposes only and is not guaranteed in any way. HSBC Asset Management accepts no liability for any failure to meet such forecasts, projections or targets.
For illustrative purpose only.
View our videos for a quick snapshot of the market outlook and key drivers of Chinese equities and China bonds in the Year of the Ox
Webinar
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Renee Chen |
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Ming Leap |
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Geoffrey Lunt |
As China’s economic growth rate returns to its pre-Covid levels, the RMB continues to strengthen and inflation rates remain low, its bond market has claimed the global investment spotlight. In addition to attractive yields, China fixed income offers an array of investment opportunities to global investors seeking growth and diversification. As a result, foreign inflows into China's bond market have sustained their momentum in the first two months of 2021, even after scaling record highs in 2020. In this webinar, Renee Chen, Ming Leap and Geoffrey Lunt will discuss their views on China’s new Five-Year Plan (2021-2025), its economic blueprint, and thoughts on attractive opportunities within China bonds in the Year of the Ox.
16 March 2021
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China bonds in the Year of the OxIn this video, Ming Leap, portfolio manager of Asian Fixed Income and lead manager of the RMB, shares his views on how to capture the growth and yield.
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Chinese equities in the Year of the OxIn this video, Caroline Yu Maurer, Head of China and Hong Kong equities, shares her views on the outlook for Chinese equity markets on the back of the year.
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Allocating to China fixed incomeThe opportunity set in Chinese bonds has grown dramatically for global investors in the past decade. |
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China Equity - Top three considerations for investors in 2021In this podcast, Alexander Davey, Senior Investment Specialist, identifies a set of factors that put China equity on a strong footing |
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Asia multi-asset high income – Lower, no longerIn this podcast, Jimmy Choong, Associate Director, Multi-Asset & Wealth, explains the attractive characteristics of our Asia multi-asset high income strategy and why investors should consider this strategy to capitalise on Asian growth. |
This page is prepared for general information purposes only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive it. Any views and opinions expressed are subject to change without notice. This document does not constitute an offering document and should not be constructed as a recommendation, an offer to sell or the solicitation of an offer to purchase or subscribe to any investment.
