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Singapore stocks with China exposure ride country's fast-track recovery

Rebound in China's consumption, housing market could benefit companies like CapitaLand, Keppel, HPH Trust, ST Engineering

Published Thu, Sep 24, 2020 · 09:50 PM

Singapore

AN economic recovery in China is driving H-shares and A-shares higher, but a large number of Singapore Exchange (SGX)-listed companies do business in China too. As consumption activity, trade and government spending rise, analysts said some of these Singapore stocks should start to benefit. But investors should also be aware of the supply chain risks that China companies face.

AXA Investment Managers' senior emerging Asia economist Aidan Yao said China's recovery is being d…

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