摩根士丹利:中国市场洞察-投资者观点-年中展望反馈
2025-06-09 13:29
June 8, 2025 07:48 PM GMT China Market-Wise | Asia Pacific M Idea What Investors Are Saying – Mid-Year Outlook Feedback We see improved investor sentiment towards China through higher willingness to allocate and higher conviction in Tech/New Consumption despite a lackluster macro backdrop. Investors wonder why A-shares have underperformed Hong Kong and whether that will continue. We summarize the key discussion points with investors derived from marketing of our recent China Equity Strategy Mid-Year Outlook ...