Group 1 - MSCI announced the regular adjustment results of its global index system, with 5 new additions to the MSCI China A Index, increasing the total to 394 stocks [1] - The adjustment includes 3 stocks from the Shanghai market and 2 from the Shenzhen market, making China the largest weight market in the MSCI Emerging Markets Index [1] - Since 2025, China's economic resilience has been highlighted, with growth expected to maintain around 5%, supported by positive outcomes from US-China trade talks and ongoing domestic policy efforts [1] Group 2 - Foreign institutions have been raising their economic growth expectations for China in 2025, signaling increased investment value in the A-share market [1] - Goldman Sachs maintains an overweight rating on the Chinese stock market, raising the 12-month targets for the MSCI China Index and the CSI 300 Index to 84 points and 4600 points, respectively [1] - Nomura Securities upgraded its rating on Chinese stocks from neutral to tactical overweight, showing a positive attitude towards sectors like AI, electric vehicles, and robotics [1] Group 3 - Morgan Stanley raised target levels for major Chinese stock indices and economic growth expectations, advising investors to gradually increase their allocation to A-shares [2] - Morgan Stanley noted the rapid development of China's AI industry, which has led to a reassessment of China's innovation capabilities by global investors [2] - JPMorgan highlighted the strong performance of the MSCI China Index in 2024, with actual earnings growth reaching 16%, surpassing the initial consensus estimate of 14% [2]

日本央行行长植田和男：需要关注未来的数据，以判断经济是否按预期发展。 ...

日本央行行长植田和男：经济目前基本按预期发展。 ...