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More Investors Are Turning Constructive on China, Hong Kong Equities -- Market Talk
Morgan Stanley's latest viewpoint! Will the Hong Kong stock market perform better than the A-share market?
If tariffs are reduced, the offshore market may outperform the onshore market, benefiting the Internet/Technology, Consumer (relief from deflation), and Medical (easing of China-US relations) sectors.
China International Capital Corporation: The resilience of China's Assets is highlighted, and the main lines of dividends, domestic substitutes, and consumer demand will be relatively dominant.
Since the beginning of the year, there have been two major variables affecting the market: one is DeepSeek rewriting the Technology narrative, and the other is the frequent changes in tariff policies after Trump's inauguration. The former has become a catalyst for the spring market in A-shares, while the latter has led to fluctuations in the market in April. Recently, stabilizing funds have entered the market, and tariff expectations have fluctuated, leading to market stabilization and recovery.
Hong Kong Stock Morning Report | JD.com announced it will recruit 100,000 riders in the next three months, and Ant Fortune is offering to acquire Hong Kong's Yao Cai Securities.
① JD.com stated that it will recruit 100,000 riders over the next three months. ② Ant Wealth initiated a tender offer for Hong Kong’s Yaocai Securities. ③ The Chief Secretary for Administration of Hong Kong expressed that Global capital reallocation brings opportunities to the region. ④ Regulators stated that CKH HOLDINGS port Trade must not evade antitrust review.
Contemporary Amperex Technology and other Battery manufacturers compete with new products as the supercharging and fast charging storm approaches | New forces at the auto show.
① Battery manufacturers took center stage at the auto show, with Contemporary Amperex Technology, Sunwoda Electronic, and Eve Energy Co., Ltd. competing with new products at the Shanghai Auto Show; ② A storm of ultra-fast charging has arrived, with megawatt fast-charging products from companies like BYD, Huawei, and ZEEKR showcased at the auto show.
When Autos "roll" towards the sky: Xpeng Huitian, Fengfei, GAC and others showcase eVTOL for the first time at the Shanghai Auto Show | New Forces in the Auto Show.
① The 2-ton level eVTOL from Fengfei Aviation, Xiaopeng Huitian's "land aircraft carrier", and GAC high domain's GOVY-Aircar all made their appearance at the Shanghai Auto Show; ② Reports indicate that these manufacturers' eVTOLs/flying cars are making their debut at the Shanghai Auto Show.
