Скачать или смотреть China’s Economic Outlook: Will Stimulus Save the Day；Hong Kong Stocks Shine Bright as Earnings and P

Welcome to our 《The China Briefing》 programme! Today, we’re diving into China’s first-half GDP data, which is expected to reveal whether the country needs more fiscal stimulus to keep its economy humming amidst ongoing US trade tensions and domestic challenges. While the second quarter might see a GDP growth of around 5%, analysts are keeping a close eye on underlying demand and employment figures, which tell a different story. External uncertainties, like US tariffs and trade policies, make the outlook even more intriguing. Policymakers are walking a tightrope, trying to balance growth targets with external risks while considering targeted measures to keep the momentum going.

Next up, let’s talk about Hong Kong’s stock market. It’s been a week of gains, with the Hang Seng Index climbing 1.4%, driven by optimism over earnings reports and possible policy support from Beijing. Notably, biotech firms like Wuxi AppTec reported a doubling of profits, giving the market a real boost. Meanwhile, China’s markets also saw positive movements, with major tech giants like Alibaba and Tencent edging higher. It’s a promising sign that hopes for economic stimulus and easing US-China trade tensions are helping investors feel more confident.

Finally, we turn to India, where large stock deals are surging. In May and June, mutual funds bought over 300 billion rupees worth of stocks, signalling a bullish market recovery. Several big companies, including Bharti Airtel and Wipro, made significant transactions, and this trend is expected to spark more IPO activity soon. The combination of rate cuts, better earnings, and easing tariffs has created a favourable environment for investors. So, it’s an exciting time for India’s markets as they gear up for more growth and investment opportunities.

Please continue to watch for more detailed insights!

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