We Are Neutral on Chinese Equities, Says Bank of Singapore’s Malik

The video discusses the potential for a trade deal between China and another country by the end of the year or early next year, highlighting the impact on China's GDP and economic indicators. It explores investment strategies in Chinese assets, focusing on sectors like infrastructure, property, and consumption. The video also delves into the Chinese property market, emphasizing investments in major developers issuing dollar-denominated bonds.

What is the expected timeline for improvement in trade relations between the two countries?

• Middle of next year

• All of the above

• By the end of this year

• Before November 2020 elections

Which sector is NOT mentioned as attractive for investment in Chinese assets?

• Infrastructure

• Technology

• Property

• Consumption

Which company is highlighted as having fallen significantly in value?

• Alibaba

• Tencent

• Huawei

• Baidu

What type of bonds are preferred when investing in Chinese property developers?

• Dollar-denominated bonds

• Euro-denominated bonds

• Yen-denominated bonds

• Local currency bonds

Which of the following is NOT a Chinese property developer mentioned in the transcript?

• Country Garden

• Agile

• CWB Properties

• Evergrande