中国市场周启动_全球风险规避致市场下跌 4-5%；推出 “十五五” 规划组合-China Weekly Kickstart_ Markets dropped 4-5% on global risk off; We introduced 15th Five-Year Plan Portfolio

21 November 2025 | 11:26PM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART Markets dropped 4-5% on global risk off; We introduced 15th Five-Year Plan Portfolio MXCN/CSI300 dropped 5.5%/3.8% this week amid selloff in global equities. Offshore Internet underperformed (HSTECH -7.2%). Premier Li met with Russian President Putin in Moscow on Nov 18. China warned its citizens against Japan travel as the bilateral diplomatic tension escalated. The US FOMC minutes showed "strong differing views" about the Co ...