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"Growth in China … recovered more than expected in 2017, and is going to continue to recover in 2018. Yields in 2018 are expected to be better than that of 2017," the research note said.

"Having more friends helps to develop port business, while greater communication brings more diverse opportunities. After forming a sister-port relationship with Thailand's Laem Chabang Port, the Thai port authority invited Chinese professionals to provide training to their staff. We have also established a training company in Guangzhou along with Belgium's Port of Antwerp, one of the most advanced ports in the world, to provide high-quality training to Chinese and overseas professionals," Yuan said.

"Financial regulators' tolerance of higher NPL ratios for SME loans will also motivate commercial banks' lending," he added. "The challenge is how to precisely assess SMEs' financial risks and to prevent fraud based on limited information. Utilization of big data and advanced technology such as AI may be the key."

"For example, it would be most unlikely and very unwise for Fosun to change the name of Lanvin," he said.

"Finally, download speeds up to 20 times higher will facilitate advancements in data-heavy technologies such as virtual reality," Cha noted.