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| HSI1 | 21,980.74 | +70.98 | 208.04B |
| HSCEI1 | 8,080.54 | +23.69 | 83.92B |
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2025-04-24 11:47:41 Morgan Stanley released a research report expecting the large tech/ internet, consumer goods and healthcare sectors to outperform if the US-China tariff war diminishes significantly, and the offshore market to outperform the onshore market. However, given the high threshold for US-China negotiations and fundamental conflicts of interest, the broker recommended patience and a balanced approach in the short term. Market sentiment has improved significantly in response to US President Donald Trump's statement that he may significantly reduce tariffs on China and US Treasury Secretary Scott Bassett's comments that he expects US-China tariff tensions to ease in the near future, according to Morgan Stanley. If the tariff war really recedes, it will be a major positive for China's stock market. This could further reinforce the recent positive trend of corporate earnings revisions, ease investor concerns about escalation of US-China tensions (which could extend to non-tariff areas, such as the de-listing risk of China concept stocks), and improve risk premium and valuation in China's equity market. ~ AAStocks Financial News Web Site: www.aastocks.com | |