30 September 2024
Market View: China stocks soar in record turnover but is the party likely to continue?
Chinese stocks rallied for a ninth straight day in one of most remarkable turnarounds in history after the central bank unveiled its biggest stimulus since the Covid 19 pandemic.
On Monday (Sep 30), China's CSI300 Index surged more than 8%, extending last week's 16% jump. Shanghai stocks shot up more than 7% while Shenzhen shares soared more than 10%, with combined turnover of 2.6 trillion yuan exceeding the bull run a decade ago. While investors are celebrating, economists say the jury is still out on China's economy.
On Market View, Gary Ng, Senior Economist at Natixis, weighs in on the country's bold stimulus measures and explains why Chinese markets may not be out of the woods so soon.

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3 September 2024
Industry Insight: The Chinese EV tariffs dispute
The European Commission told automakers in June that it would impose extra duties of up to 38.1 per cent on imported Chinese electric cars from July in a move that China called protectionist. More recently, Canada and the US too imposed tariffs, accusing China of subsidising its EV industry, giving its car makers an unfair advantage. How large is the Chinese EV market vis-à-vis the global EV market and where is this dispute heading to next?
Gary Ng, Senior Economist at Natixis, explains this to us.

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23 July 2024
Market View: The Chinese plenum - What you need to know
China’s long-term economic blueprint unveiled at the Third Plenum gave stock investors few new reasons to buy, with many now awaiting further clarity on some of the wordings. As one of the worst performers in Asia this year, did the plenum provide any reasons for investors to feel optimistic? Gary Ng, Senior Economist at Natixis shares his views.

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20 June 2024
Market View: Do bubble tea stocks reflect the Chinese stock market?
Recently, there have been a series of Bubble Tea IPOs debuting on the Hong Kong Market, but those rapidly fell to the downside by as much as 90%. What does this trend say about the Hong Kong stock market? Why has the bubble burst? Sean Cheong uncovers with Gary Ng, Senior Economist from Natixis, if these Bubble Tea IPOs reflect the overall health of the broader Hong Kong market or is this just a bubble tea bubble that burst.

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5 June 2024
Industry Insight: Investing in diamonds vs gold
Diamond prices have fallen 5.7% so far this year as gold shines brighter for investors.
Gary Ng, Senior Economist, at investment consultancy Natixis, tells us more.

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7 March 2024
Money in the Market: Is China’s 5% growth target too optimistic?
China has set a GDP growth  target of "around 5%" for 2024, a repeat of last year's goal even as economic challenges mount. This was announced at the annual legislative meeting — the National People’s Congress, when Communist Party leaders promote their solutions for national ills. However, following the slew of announcements, investors largely shrugged off the set targets. On Money in the Market, Hongbin Jeong speaks to Gary Ng, Senior Economist, Thematic Research, Asia Pacific, Natixis CIB, to find out what was announced and what its potential impacts are.

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21 July 2023
Bigger Picture: China's corporate profit woes and confidence trap
Gary Ng, Senior Economist, Thematic Research, Asia Pacific, Natixis discusses key themes investors should watch out for China's economy, and looks at whether the country is facing a balance sheet recession, plus who the winners and losers are in corporate health.

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13 December 2022
Market View: China’s reopening expected to boost Hong Kong GDP by 7.6%, South Korea’s bond yields fell for the first time since 2021, Bank’s resilience to ongoing volatilities, US CPI expectations
China’s reopening is on our agenda today, with Covid-19 spreading rapidly through households after an unexpected lifting of pandemic rules.
That sparked confusion on the ground, with hospitals and facilities struggling to deal with the surge in cases. What would China’s reopening path look like after the drastic reopening and how would that drive up economic activity within Asia?
Elsewhere, South Korea’s short-term debt yields fell for the first time since last year yesterday. Could this be the green shoots of recovery from South Korea’s recent bond rout?
On Market View, Prime Time’s finance presenter Chua Tian Tian posed these questions to Gary Ng, Senior Economist for Asia Pacific, Natixis. They also talked about Japan’s November wholesale prices, the modern day bank-run and the November’s US CPI expectations.

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