中国市场周报：市场从年内高点回调 2 - 3%；7 月政治局会议显示刺激紧迫性降低；更高的指数及南向目标-China Weekly Kickstart_ Markets corrected 2-3% from ytd highs; July Politburo meeting shows less urgency for stimulus; Higher index and Southbound targets

3 August 2025 | 9:30AM HKT China Weekly Kickstart Markets corrected 2-3% from ytd highs; July Politburo meeting shows less urgency for stimulus; Higher index and Southbound targets MXCN/CSI300 lost 3.4%/1.8% this week after making 4Y and YTD highs last week. Politburo meeting was held on Jul 30 and policymakers showed less urgency for stimulus in the near term. US and Chinese officials agreed to seek an extension of their 90-day tariff truce on Jul 29, following two days of trade talks in Stockholm. Preside ...