Workflow
US/China geopolitical relationship
icon
Search documents
2026 年中国股票策略展望 - 从跃升走向可持续-2026 China Equity Strategy Outlook Asia Pacific-From Leap to Sustain
2025-11-17 02:42
November 16, 2025 09:00 PM GMT M Asia Pacific Insight 2026 China Equity Strategy Outlook | Asia Pacific From Leap to Sustain We view 2026 as a year of stabilization after 2025's high returns. Index upside is modest with moderate EPS growth and valuation settling at a higher regime, as China reclaims its footing in the global tech race and trade tension abates. Fundamental and thematic stock picking remain the key. EW A share vs. Offshore. 2026's key mission - sustainability after strong 2025: MSCI China and ...