中国股票策略 -多重积极进展推动 A 股市场情绪回升China Equity Strategy-A-Share Sentiment Rose on Several Positive Developments

July 24, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Rose on Several Positive Developments Sentiment improved on the back of policy signals regarding anti- involution and progress in US-China negotiations. We are constructive on the initiative's potential to enhance earnings growth and ROE over 12-24 months. We will keep an eye out for signs of short-term sentiment overheating. A-share investor sentiment improved vs. previous cycle: Weighted MSASI and simple MSASI improved by 10 ...