摩根士丹利：中国市场洞察_ 贸易谈判开启后中国市场动态可能如何转变
摩根·2025-05-14 03:09
May 11, 2025 09:00 PM GMT China Market-Wise | Asia Pacific M Idea How China Market Dynamics May Shift as Trade Talks Kick Off Investors at our China BEST Conference confirmed rising interest and willingness to allocate towards China. More measured macro and earnings drag from tariffs than peers and low positioning point to a better chance of inflow upside than downside. Expect US-China trade talks to be prolonged. New developments externally (trade talks) and domestically (PBOC & CSRC easing gestures) lead ...