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China 2021: Pr”OX”y for growth

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 Global 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.

China economy in charts

China leads global economic recovery

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 Global 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 Global Asset Management accepts no liability for any failure to meet such forecasts, projections or targets.
For illustrative purpose only.

China market outlook

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

Chinese equities in the Year of the Ox

In 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 first year of China’s Five Year Plan (2021-2025).

China bonds in the Year of the Ox

In this video, Ming Leap, Portfolio Manager of Asian Fixed Income and Lead Manager of the RMB Fixed Income Strategy, shares his views on how to capture the growth and yield opportunities in China’s fixed income market.

Resources

	China Insights Monthly update on Chinese markets 23 August 2021
	China Insights Monthly update on Chinese markets 22 July 2021
	China Insights Monthly update on Chinese markets 18 June 2021
	China Insights Monthly update on Chinese markets 24 May 2021
	China Insights Monthly update on Chinese markets 19 April 2021
	Allocating to China fixed income How should global investors think about RMB bonds now that the market has come of age? 16 April 2021
	China Insights Monthly update on Chinese markets 10 March 2021
	China Fixed Income im Jahr des Ochsen In diesem Interview gibt Ming Leap einen aktuellen Ausblick auf die Wachstums- und Renditechancen des chinesischen Anleihemarktes im Jahr des Ochsen 08. Februar 2021
	Chinesische Aktien im Jahr des Ochsen In diesem Interview erörtert Caroline Yu Maurer die Aussichten für chinesische Aktien und die interessantesten Opportunitäten an den Onshore- und Offshore-Märkten im Jahr 2021 08. Februar 2021
	China Insights Monatliches Update zu den chinesischen Märkten 08. Februar 2021
	Ausblick Asien: Erholung 2021 Renee Chen, Senior Makro- und Anlagestratege, teilt ihre Einschätzung bzgl. der wirtschaftlichen Erholung Asiens im Jahr 2021. 09. Dezember 2020
	Asien in Charts: Chancen in einer neuen Normalität nach der Pandemie In dieser Broschüre finden Sie eine Reihe von Charts zu den wirtschaftlichen Aussichten für Asien im Jahr 2021 sowie zu den Anlagechancen in asiatischen Aktien und festverzinslichen Wertpapieren. 08. Dezember 2020

	China bonds in the Year of the Ox In this video, Ming Leap, portfolio manager of Asian Fixed Income and lead manager of the RMB fixed income strategy, shares his views on how to capture the growth and yield opportunities in China’s fixed income market. 08 February 2021
	Chinese equities in the Year of the Ox In 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 first year of China’s Five Year Plan (2021-2025). 08 February 2021
	Asia multi-asset high income – Lower, no longer This video explains the attractive characteristics of our Asia multi-asset high income strategy and why investors should consider this strategy to capitalise on Asian growth. 04 January 2021
	Asia high yield: Standing tall in a low yield world Asian high yield bond markets have attracted strong flows in 2020 despite the challenging global environment. Watch this video to learn why Asia high yield continues to stand out as an asset class, particularly as the “lower-for-longer” scenario persists. 18 December 2020

	Allocating to China fixed income The opportunity set in Chinese bonds has grown dramatically for global investors in the past decade. 19 April 2021
	China Equity - Top three considerations for investors in 2021 In this podcast, Alexander Davey, Senior Investment Specialist, identifies a set of factors that put China equity on a strong footing 22 March 2021
	Asia Multi-Asset High Income – Niedriger, nicht länger In diesem Podcast spricht Jimmy Choong, Associate Director Multi-Asset & Wealth, die über die Attraktivität unserer Strategie “Asia Multi-Asset High Income”. Er erklärt, wie Investoren mit dieser Strategie an der asiatischen Wachstumsstory partizipieren können. 04. Januar 2021
	Asiatische Aktien 2021: Multi-Themen-Strategie in einer “Restoration Economy” Alexander Davey, Senior Produkt-Spezialist, erläutert die Vorzüge einer Multi-Themen-Strategie in einer „Restoration Economy“. 28. Dezember 2020

HSBC GIF Asia High Yield Bond	HSBC GIF Asia Bond	HSBC GIF RMB Fixed Income
HSBC GIF Asia ex Japan Equity	HSBC GIF Asia ex Japan Equity Smaller Companies	HSBC GIF Asia Pacific ex Japan Equity High Dividend

Allocating to Asia

Why should you include the region in your global portfolio?
18 May 2021

China fixed income in charts

View this brochure to learn more about the growth, opportunities and integration of the China bond market.
01 April 2021

Disclaimer

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.

China 2021: Pr”OX”y for growth