19 June 2026 | 3:57PM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART A-shares gained 3% but H lost 3% on further Hard vs Soft tech divide; Lujiazui Forum signaled rule-based capital account opening; May fixed asset investment and retail sales missed MXCN lost 2.8% while CSI300 gained 3.4%, with A-share tech outperforming (STAR50/ChiNext +14.9%/+11.0%) this week. The June FOMC meeting delivered a hawkish surprise, with 9 participants projecting a hike in 2026. The 2026 Lujiazui Forum was held on June ...