China Equity Strategy_ A-Share Sentiment Improved after CNY Holiday
-·2025-02-10 08:58
China Equity Strategy | Asia Pacific February 6, 2025 09:00 PM GMT A-Share Sentiment Improved after CNY Holiday A-share sentiment improved with the strong Chinese AI theme and higher trading volume, despite lingering geopolitical risk. We reiterate caution and preference for defensiveness, dividend yields, cash returns, and/or greater earnings certainty. Avoid stocks with tariff risks . A-share investor sentiment improved with higher trading volume vs. prior cutoff date: Weighted MSASI and simple MSASI impr ...