China Equity Strategy_A fresh start for the new year
China Securities·2025-02-10 08:58
A fresh start for the new year Equity Research Report 6 February 2025 China Equity Strategy Equity Strategy DeepSeek a re-rating catalyst. The development of DeepSeek has attracted the attention of global markets – it reconfirmed China's continued ability to innovate, and in this note, we explore other evidence of China's underestimated innovation capability. In 2023, China accounted for an impressive quarter of global patent filings. However, the relatively low correlation between the CSI300's PE and China ...