**China 2025 Outlook & Key Investment Opportunities 🚀📈**
- **China's GDP Growth 🏯**
✔️
2024 GDP hit 5% target, mainly driven by strong industrial performance and
smart policy support.
✔️
For 2025, expected steady growth at 4.6%, supported by monetary easing and
proactive fiscal measures.
- **Top Stock Performers 📊**
✔️
**Yangzijiang Shipbuilding** (YZJ Shipbuilding) – Top STI performer in 2024
& fifth most traded stock by turnover! 🚢
✔️
Strong growth since 2017, diversifying into greener shipping & LNG terminal
business. 🌱
✔️
**Tianjin Pharma Da Ren Tang** – 16% total return in 2024, following a huge 93%
return in 2023! Big focus on TCM + Western medicine integration. 💊
- **FTSE China A50 Index 📈**
✔️
2024 saw an 18% total return in USD terms. Global interest remains strong, with
record trading volumes. 🌍
✔️
Key stocks: Kweichow Moutai, with a slight decline in returns, but a solid
dividend yield of 3.2%. 💵
- **Sector Shifts in 2025 🚀**
✔️
Focus on **consumer & services sectors**, especially healthcare, retail,
and logistics. 📦
✔️
China’s growing openness to foreign investment 🌏, especially in the
financial services space. 🏦
- **SGX China ETFs 🌟**
✔️
China-focused ETFs like **Lion-OCBC China Leaders ETF** saw 31% returns in
2024! 💥
✔️
AUM in China-Singapore ETFs grew over 3x in just one year! 📈
**Investor Insight 💡**
➡️ Looking for exposure to
China’s evolving economy? Consider sectors like **green shipping**,
**healthcare** (TCM + Western Medicine), and **consumer services**.
➡️ SGX-listed stocks & ETFs
offer a solid gateway to China’s growth! 🌱📊
Let’s chat about how these opportunities can fit into your
portfolio! 💬
Disclosure: Investment carries risk and is not
guaranteed in nature. This is for general sharing purpose only and not a
recommendation or financial advice.
😊 Contact me ohlh@phillip.com.sg
😊 To start your investment journey: bit.ly/contactEric