China Equity Strategy：A~Share Sentiment Fell Sharply Amid Domestic and Global Uncertainty

M Update China Equity Strategy | Asia Pacific August 8, 2024 09:00 PM GMT A-Share Sentiment Fell Sharply Amid Domestic and Global Uncertainty Market sentiment has dropped significantly amid rising global volatility and lackluster macro prints this week. YTD Northbound flow approaches negative, first time in history. We remain relatively cautious given uncertain policy implementation and volatile global macro backdrop. A-share investor sentiment dropped notably vs. prior week: Weighted and simple MSASI dropp ...