中国思考：中国市场辩论-北京和深圳的关键要点-China Musings Asia Pacific China Market Debate Key Takeaways from Beijing and Shenzhen

Household deposit outflows into equities may be more measured than many expect, as Beijing fine-tunes equity regulations earlier and more clinically than in 2015 amid weak fundamentals. Investors are modestly constructive on stocks near term but look for economic policies to cement durable reflation September 1, 2025 12:48 AM GMT China Musings | Asia Pacific China Market Debate: Key Takeaways from Beijing and Shenzhen Source: NBS, Morgan Stanley Research We continue to sense an improving narrative at last w ...