China H2 2019 Outlook
Cutting through the noise
UBS Asset Management's China investment experts got together with over 100 clients from banks and financial institutions at our exclusive Viewpoints Luncheon in Hong Kong on June 25th to chart the outlook for H2 2019 and outline investor opportunities.
Key takeaways
Key takeaways
- The US Fed will likely make one-to-two interest rate cuts in H2 2019
- US-China tensions not just limited to trade, rivalry will continue and make for lasting market volatility
- China's property sector is in good shape: demand is outstripping supply and we're still positive on larger developers
- Stimulus measures have put a base under the economy and we see an improving growth outlook for China in H2 2019
- Further policy support likely, such as cuts to interest rates/RRR
- Long run-drivers for China's economy remain intact, China equity valuations reasonable by historical measures
- Tweets are driving newsflow - particularly on the trade issue – but investors should cut through the noise and remember that fundamentals drive economies and the above factors offer many compelling reasons to be long-term positive on China
More insights
More insights
What’s your expectations for US-China trade tensions in the next 3 – 6 months?
What’s your expectations for US-China trade tensions in the next 3 – 6 months?
60% of respondents to a live poll of our audience of financial professionals in Hong Kong expected disappointing discussions and partial escalation of US-China trade tensions in the next three-to-six months.
What do you expect?
What do you expect?
Take our survey here:
What’s your expectation for US-China trade tensions in the next 3 – 6 months?
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Introducing our leadership team
Meet the members of the team responsible for UBS Asset Management’s strategic direction.