中国市场 - 即便过去一年已涨 42%，仍有三大理由保持看涨-JPM _ CHINA - 3x reasons to stay bullish, even post +42% past 1y..

Specialist Sales APAC Specialist Sales 22 August 2025 J P M O R G A N JPM | CHINA - 3x reasons to stay bullish, even post +42% past 1y.. Matthew See +852 2800 8889 matthew.see@jpmorgan.com The bullish China case has evolved from policy easing and low valuations to early cycle recovery. While China's equity market continues to grind higher (+42% past 1y and +26% YTD in USD), there remains a lot of debate on the strength and sustainability of the cyclical recovery. Below are 3x reasons to stay constructive: ( ...