1. Newsroom
  2. Spotlight: China
Menu
Expertise 13.11.2017

Spotlight: China

Spotlight: China

Insights from the 19th Communist Party Congress


President Xi Jinping used the 19th Communist Party Congress (CPC) to consolidate his position and introduce a broad set of reform proposals. Economic policy is likely to remain pro-growth, but with an increased focus on the quality of growth and measures to curtail excess credit. Reforms will focus on real estate, the corporate sector (state and private) and environmental protection. More forceful regulation of financial services and local government finance is coming too. Chinese technology, financial and consumer discretionary companies should benefit.

Key points

  • China’s once-in-five-years conference has ended with a broad range of economic policy proposals and greater powers for President Xi Jinping
  • Economic reforms focus on real estate, the corporate sector (state and private) and environmental protection. More forceful regulation of financial services and local government finance is coming too
  • A central policy will be a national champions model focused on state-owned enterprises (SOEs)
  • President Xi has also embarked on making China’s international standing much greater through the projection of ‘soft power’ outside of Asia Pacific
  • Technology, financials and consumer discretionary companies should benefit
Read the Spotlight

LOK Michael.jpg

Michaël Lok
Group CIO and Co-CEO Asset Management

Norman Villamin-1.jpg

Norman Villamin
CIO Private Banking

GAUTRY_Patrice_UBP_72dpi-9511.jpg

Patrice Gautry
Chief Economist

MCFARLAND Mark.jpg

Mark McFarland
Chief Economist, Asia

Expertise

Impact investing - Contributing to a more sustainable future

What are the key features of impact investing?

Read more

Actualités les plus lues

Expertise 10.06.2021

Covid-19: Restez informés avec l'UBP

Depuis l’apparition du coronavirus, l’UBP accompagne et soutient ses clients dans le contexte inédit de cette crise sanitaire mondiale. La Banque vous informe régulièrement de l’adaptation de ses dispositifs aux règles de précaution fixées par les autorités et partage avec vous les dernières analyses de ses experts sur les conséquences de la pandémie pour l’économie mondiale et les marchés financiers.

Expertise 24.03.2021

Gestion discrétionnaire – vous êtes toujours aux commandes

Parce que vos objectifs et vos aspirations sont uniques, nous vous proposons un service de gestion discrétionnaire exclusif.

Expertise 02.02.2021

Healthcare IT: A shift with no turning back

Although technology in the healthcare industry is still in its infancy, its future will be one of improved health outcomes, increased efficiency, more precise clinical interventions and, ultimately, reduced healthcare expenditure for governments and patients alike.


A lire également

Expertise 27.07.2021

Japan: Lukewarm Olympics, consumption to recover in H2

Asia Macro - The Olympics will take place despite the State of Emergency (SOE) being extended until August 23. International spectators have been banned and consumer sentiment remains subdued, with few people supporting the event.

Expertise 20.07.2021

Impact investing engages with a wider public

Impact investing increasingly tells a story that investors can relate to, as Rupert Welchman pointed out at the recent Sustainable Investment Festival.

Expertise 09.07.2021

The potential of Impact investing in listed equities

UBP’s Impact investing approach began with listed equities, as Victoria Leggett, Head of Impact investing at UBP recalled at the Sustainability & Impact Investor Forum on 14 June.