China Equity Strategy_ A-Share Sentiment Improved with Strong AI Momentum
-·2025-02-16 15:28
February 13, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Improved with Strong AI Momentum A-share sentiment improved along with the strong Chinese AI momentum. However, performance divergence between Tech and non-Tech is striking as deflation pressure persists. Signposts for further bullishness center around geopolitical improvement, policy upside and faster AI adoption. A-share investor sentiment improved vs. prior cutoff date: Weighted MSASI and simple MSASI improved by 18ppt ...