10 January 2026 | 12:11AM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART Offshore flat while A-shares gained 3%; Our economists expect 4.8% real GDP growth and we expect 20%/12% index returns for MXCN/CSI300 in 2026 MXCN was flat (+0.3%) while CSI300 gained 2.8% this week. On Jan 5, President Xi met with South Korean President Lee Jae Myung on his state visit to China. We launched our 2026 Asia and China equity views, forecasting MSCI China and CSI300 to appreciate 20% and 12% in 2026, and staying O ...