Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

<ul><li>Industrial production in China appears to be stabilizing above the 6.0% level</li><li>Impact of the economic and political policies of the incoming US administration as well as the impact of Brexit on China’s exports will need to be monitored</li><li>The RMB is likely to weaken as exports and economy slow and capital outflows continue</li></ul>

Industrial production in China appears to be stabilizing above the 6.0% levelImpact of the economic and political policies of the incoming US administration as well as the impact of Brexit on China’s exports will need to be monitoredThe RMB is likely to weaken as exports and economy slow and capital outflows continue

Dalian Wanda Commercial Properties (1567411D HK)

Haitong Securities Co Ltd (A) (600837 CH)

Chongqing Rural Commercial Bank (3618 HK)

Shanghai Pudong Development Bank Co. (600000 CH)

Inner Mongolia Yili Industrial Group (A) (600887 CH)

Poly Real Estate Group Co., Ltd (600048 CH)

China Merchants Property Develpmt (200024 CH)

Shanghai Lujiazui Finance & Trade Zone (600663 CH)

China Merchants Securities Co Ltd (A) (600999 CH)

China Pacific Insurance (Group) Co., (601601 CH)

Foshan Haitian Flavouring & Food (603288 CH)

Zhejiang China Commodities City Group Co (600415 CH)

Changjiang Securities Company (000783 CH)

Henan Shuanghui Investment & Development (000895 CH)

China Merchants Securities Co Ltd (H) (6099 HK)

Wens Foodstuff Group Co., Ltd. (300498 CH)

Marketnomix Insight: China