June 12, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Improved amid China-US London Trade Talks Sentiment improved with China-US London trade talks, though the talks may be limited in scope . We see higher investor willingness to allocate to China, fueled by global diversification demand, and higher conviction in Tech/New Consumption despite a lackluster macro backdrop. China has partially suspended its consumer goods trade-in programs, given 1) allocated trade-in funding being u ...

June 12, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Improved amid China-US London Trade Talks Sentiment improved with China-US London trade talks, though the talks may be limited in scope . We see higher investor willingness to allocate to China, fueled by global diversification demand, and higher conviction in Tech/New Consumption despite a lackluster macro backdrop. A-share investor sentiment improved vs. previous cycle: Weighted MSASI and simple MSASI improved 5ppt each, to ...

TPG (TPG) 2025 Conference June 11, 2025 12:15 PM ET Speaker0 Before we get started, for important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. Note that taking of photographs and use of recording devices is also not allowed. If you have any questions, please reach out to your Morgan Stanley sales representative. With that out of the way, good afternoon everyone and thanks for sticking with us here on day two of the Morgan Stanley Financials ...