MSCI China: After a 40% rally in 12 months - what next? By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 03 2025
0mins
Source: Investing.com
UBS's Positive Outlook on China Equities: UBS maintains an Overweight rating on MSCI China, citing strong corporate fundamentals and a recovery in market valuations despite a recent rally, with expectations for improved domestic investor sentiment.
Resilience Against Geopolitical Risks: The bank highlights robust domestic equity flows and significant household investments in equities as buffers against geopolitical risks, downplaying the impact of tariffs and export restrictions on Chinese stocks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
