We Are Mildly Positive on Chinese Market for 2H, Says UOB Private Bank’s Tan

The video discusses the potential of Chinese A shares in the context of emerging market investments, highlighting a shift from an underweight to a slightly overweight stance due to positive market sentiment and strategic opportunities. The impact of a weaker dollar and anticipated interest rate cuts by the Fed are also considered, with expectations of sideways trading for the renminbi, likely staying below the critical 7 mark by year-end.

What recent event has influenced the outlook on Chinese A shares?

• The G20 summit

• The US elections

• The Brexit negotiations

• The Paris Climate Agreement

What is the current stance on emerging market Asian shares?

• Strongly underweight

• Strongly overweight

• Slightly overweight

• Neutral

What factor is expected to support emerging market currencies?

• Higher gold reserves

• A weaker dollar

• Increased oil prices

• A stronger euro

When is the Fed expected to start the interest rate cut cycle?

• In January

• In March

• In July or September

• In December

What is the expected trading range for the renminbi by the end of the year?

• Below 6

• Above 7

• Around 6.5

• Around 6.8 or 6.7