A-Share Sentiment Drops amid Rising Tariff Concerns
-·2024-12-03 14:08
M Update China Equity Strategy | Asia Pacific November 29, 2024 12:51 AM GMT Source: CEIC, Bloomberg, Wind, RIMES, Morgan Stanley Research. As of Nov 27, 2024. Source: CEIC, Bloomberg, Wind, RIMES, Morgan Stanley Research. As of Nov 27, 2024. A-Share Sentiment Drops amid Rising Tariff Concerns A-share sentiment continued to decline, with downward earnings revision breadth accelerating. We see a bumpier 2025 equity market amid a deflationary environment, persistent downward earnings pressure, and rising geop ...