China Equity Strategy_2025 & near-term A-share outlook in pictures
-·2025-01-12 05:33
本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 ab 8 January 2025 Global Research China Equity Strategy 2025 & near-term A-share outlook in pictures Near-term outlook: range-bound trade with limited downside The market sentiment soured recently with Wind all A-share index seeing a loss of 8% since 13 Dec 2024 due to (1) potential tariffs and geopolitical uncertainty; (2) a lack of policy easing details till Two Sessions in Mar 2025; (3) weaker Rmb exchanged rate against the US dollar and falling Chinese government ...