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Chinese equity issuance surged 119% year-on-year to reach US$16.8 billion in Q1 2025, driven by eased regulations in the tech sector. The Hang Seng Index has risen 21% this year, while the MSCI China Index's P/E ratio stands at 11.7, significantly lower than its U.S. counterparts, suggesting attractive valuations. Investor sentiment is shifting positively towards China, with a growing presence of long-only investors.
China's AI-driven stock rally is gaining traction, with strategists from Morgan Stanley, JPMorgan, and UBS predicting continued gains fueled by DeepSeek's artificial intelligence model. The MSCI China Index has surged about 15% since January, attracting global investors and hedge funds, while optimism grows for further upside in the tech sector amid favorable liquidity and interest rates.
China is set to attract US$236 billion in net inflows from state-owned investors into its stock market this year, driven by a plan to stabilize the market amid rising US tensions. Major institutional investors, including insurers and mutual funds, are encouraged to increase their A-share holdings significantly, aiming to create a "slow bull market" and bolster investor confidence. Recent measures also include directing large state-owned insurers to invest a portion of new premiums into A shares, reflecting ongoing government support for the stock market amid economic challenges.
Retail sales in Australia are projected to surge by $69.7 billion leading up to Christmas, with $6.7 billion expected to be spent during Black Friday and Cyber Monday, marking a 5.5% increase from last year. Consumer sentiment is on the rise, encouraging retailers to enhance their offerings as competition intensifies. Despite some caution in the discretionary sector, companies like JB Hi-Fi and Harvey Norman are positioned to benefit from increased sales, particularly in trending products like robot vacuums.
James Wang
People
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
Chinese equity issuance surges as tech sector regulations are relaxed
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