A-H rotation
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中国每周启动观察_MXCN 持平，A 股上涨 1%；MSCI 公布指数审议结果；10 月贸易增长放缓，非官方 PMI 回落-China Weekly Kickstart_ MXCN flat and A-shares gained 1%; MSCI announced index review results; Slower trade growth and ower unofficial PMIs in October
2025-11-10 11:34
8 November 2025 | 8:32AM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART MXCN flat and A-shares gained 1%; MSCI announced index review results; Slower trade growth and lower unofficial PMIs in October MXCN/CSI300 gained 0.4%/0.8%, with Energy/Capital Goods outperforming (+5.0%/+4.9%) this week. The US issued the Executive Orders to officially remove 10pp of fentanyl-related tariffs and to extend the suspension of heightened reciprocal tariffs on Chinese imports by 1 year. Chinese Vice Minister of Com ...