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EY views China Stocks positively: the impact of tariffs is actually limited, and a turning point in growth is about to arrive.
① Andrew Swan, the head of Asian Stocks at Intesa Sanpaolo, is optimistic about the investment outlook for China Stocks, as the actual impact of Trump's tariffs is limited. ② Swan believes that the development of Technology and changes in economic models will have a greater impact on the investment return prospects in China; ③ He pointed out that the profitability of Chinese companies is currently at a historical low, and valuations are close to this level, so improving corporate profitability will lead to strong investment returns.
Express News | The spokesperson of the Ministry of Foreign Affairs answered reporters' questions regarding the USA's announcement of a 10% tariff on products imported from China.
Xiao-I Corporation (AIXI): Transforming HR With AI-Powered Solutions
Shares of Software Companies Are Trading Lower Amid AI Competition Concerns From China's DeepSeek AI Model.
Foreign capital is accelerating its shift to betting on China Assets! Call options on Chinese Stocks ETFs are being snatched up again.
Chris Murphy, Co-Head of Derivative Strategy at Horizon International Group, stated that last Friday investors bought a large number of Call Options for the iShares Core MSCI China Index ETF (FXI). Other Call Options related to Chinese Assets also rose significantly, including the China Overseas Internet Plus-Related ETF (KWEB). ETFs related to Chinese Assets also strengthened.
**** had a phone call with the elected president of the USA, Trump.
**** congratulated Trump on being re-elected as President of the USA, pointing out that both sides highly value each other's interactions and hope that the China-US relationship has a good start in the new term of the USA President, wishing to promote greater progress in the China-US relationship from this new starting point.