September 3, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific Global MNCs China Sentiment Index (2Q25): Improved with Tariff Truce and Policy Easing Expectations M MNCs' 2Q25 sentiment reading increased 3pt compared to the previous quarter, to 28. Nine out of 12 sectors showed a QoQ sentiment increase. Sentiment toward the Supply Chain, Trade and Multipolar Impact themes improved the most. Sentiment toward Labor dropped the most. We set out the 2Q25 final reading of the AlphaWise Global MNC China Sent ...