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CIO Weekly – High-tech manufacturing will be a growth engine for China: Patrick Ho of HSBC GPB

This week: HSBC GPB: More headwinds in China, but high-tech manufacturing will drive growth; DBS prefers hard commodities as hedge ...

20 January 2022

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Attractive valuations don’t offset the risks: PBs sound warning on Chinese tech stocks

The technology sector may have enjoyed short term momentum last year, but private banks remain cautious about Chinese technology stocks. “We ...

7 January 2022

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CIO Weekly – High-tech manufacturing will be a growth engine for China: Patrick Ho of HSBC GPB

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Anticipating more easing and stimulus measures from Beijing, PBs forecast China GDP growth to top 5% in 2022

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Private banks believe US inflation will peak in coming months

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CIO Weekly – Nature loss becomes a financial risk: Markus Müller of Deutsche Bank IPB

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Asia-Pacific PBs throw weight behind metaverse trend

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Attractive valuations don’t offset the risks: PBs sound warning on Chinese tech stocks

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CIO Weekly – US inflation peak near but watch out for Omicron risks: Prashant Bhayani of BNP Paribas WM

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UBS positions for ‘stronger stock market’ in Asia

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2022 will be a year of secure and solid recovery for Hong Kong: Citi

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With GDP growth on a downward trajectory, brace for volatility in Chinese asset classes: Deutsche Bank IPB

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Private banks upbeat on risk assets despite Fed’s hawkish tilt

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CIO Weekly – Earnings growth to decelerate in 2022 and beyond for North Asia markets: Jonathan Garner of Morgan Stanley

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Nomura believes the worst in China is yet to come, but Citi PB sees a silver lining

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CIO Weekly – DiDi delisting story is only market noise: Arjan de Boer of Indosuez WM

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High-end manufacturing and green investment will drive China’s growth: HSBC

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CIO Weekly – A speedier tapering means the Fed is finally catching up: Grace Tam of BNP Paribas WM

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Private banks warn of volatility as Omicron COVID-19 variant spreads

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CIO Weekly – Gaming, chips, and big tech are winners in the metaverse: Daryl Ho of DBS Private Bank