Has #ideas2invest been useful to you?

Please click here to share your feedback.


07 Oct 2022

#ideas2invest: China/Hong Kong Market - Pick Policy Beneficiaries

A 5 minute read
Story of the day

Sector analysts anticipate a better economic outlook for China/Hong Kong markets in 2H22 on the back of improving consumer confidence as stimulus measures take effect alongside margin expansion on easing costs of raw materials. Hong Kong-related sectors are expected to be beneficiaries of stimulus measures, underpinned by potential international border reopening and consumption recovery. However, the property crisis continues to pose major concerns for 2H in China.

Click Here: "Investing in China/Hong Kong market"

What does this mean for your portfolio?

With stimulus measures a likely play in 2H, focusing on economic recovery and exit from China’s dynamic zero-Covid policy, we continue to favour beneficiaries of supporting policies such as renewables and new economy stocks.

We like these:

DBS China/HK Top Picks

We continue to favour sectors that would benefit from policy support, overhang removal, rising interest rates.

Want to know more on our stock research ideas?

Please visit DBS Treasures website.
Click under “Research” > “What's New” > “Equities to Watch”: icon-financials

You can then select your Favorite Sectors:

bottom line
Click here for more #ideas2invest

Latest market news coupled with clear next steps for you to invest