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In the background of the Chinese National Flag, Lujiazui fluttered with the financial district.
VCG | Visual Chinese group | Getty pictures
A rally in Chinese shares is a sign that investors have been receiving the idea of the American exclusive imagination of American assessments of the American peers since the beginning of the year.
Last week, the S & P 500, for the first time since 2023, became a re-adjustable area. On the contrary, the MSCI China index since the beginning of the year, according to 19%, Goldman Sachs, was the best in history.
Controvery of conflicting fights record a tournamentound a few months ago a few months ago Investors believed that the United States was unparalleled Economic and political storms that buffets other countries. Chinese shares have also bent due to regulatory concerns and concerns about the health of the Chinese economy.
Since it has changed a lot.
The US President Donald Trump’s policy is also the hypothesis of economic slowdown in the world’s largest economy.
Meanwhile, in China, Optimism around the country’s artificial intelligence capabilities Earlier this year, Deepseek’s R1 was strengthened since the application.
“It has been a good period of the United States, and this ended Trump policy is very economical.
“I call it a great pivot. It is clear that the US markets are dominant over the last 5-7 years. He has been going to see the magnificent seven months … (but) it seems difficult to see more things go.”
Tech-Heavy Nasdaq composition is also in the correction area, The magnificent seven shares were dragged by a saleThe recession is controlled by the fear of anxiety and trade war. Consist of magnificent seven Alphabet, Amazon, Apple, Meta, Microsoft, Nvidiaand Tesla.
China is only in terms of investment, dead money, too long, but it also becomes a source of concern and risk for financial advisors.
Michael Gayed
Publisher of the Lead-LAG report
“The capitalization of the United States relative to the capitalization of the US exchange was always the summit at the end of last year,” American exclusivity “.
In the same vascular, East Theme ‘Asian capital portfolio specialist Ken Wong thinks that the American exceptional trade ended earlier this year. The expected financial fastener and Trump’s Tariff War is expected to slow down 2% of the US economic growth this year, Wong, 2.2% compared to consensus consensus assessments.
The United States saw Real GDP growth 2.8% Compared to 2024 in 2024. US debt and deficit condition It was more severe President Donald Trump’s first month in office and since then the government has been prioritized.
If the tariff war is also increasing inflation, the Tariff War is the main risk of economic activity to the degradation point of depression.
This may mean the decline in US capital.
“We see more in order to go on sale in US capital,” Deutsche Bank wrote in a note published on the weekend. “With uncertainty of trade policy, it is likely to continue to draw until April 2, we expect we will continue to open.”
Performance of S & P 500 in the past year
“The bottom of the placement group where he went in the last trade war can be moved to the bottom S & P 500 5,250 off, “he said.
On the other hand, China Tech shares reached a tear since Deepseek’s progress. The Chinese government has also actively expressed support for the technological sector, With plans to increase financing on cards.
The Hang Seng Tech index, which follows some of the largest Chinese technology companies listed in Hong Kong, has increased by LSEG in advance since the beginning of the year.
“Investors should seek to sell rallies in the United States and to receive adjustments in China and China to improve the basics,” said Wood CNBC.
To be sure, according to analysts in the Bank of America, the transparent pace of China can make a transparent pace.
“HSCEI / MSCI performance in the last 17M, a decade ago, we approached the trajectory soon,” Analysts in the American bank were broadcast on Monday.
Bank analysts believe that the current period and 10 years ago, the country’s policy stimulation and reforms, economic recycling and technological progress are “major similarities”.
Attractive estimates?
JPMorgan’s Asian President Pacific Capital Research, James Sullivan, Retirees are very attractive in markets, which is extremely low in the global colleagues, in markets like China.
The MSCI Chinese index is achieving an annual income of an annual income 13.38 times. It is compared to S & P 500, which trades 20.72 times.
“I think that China’s market will pass the US markets over the next four years and do not think it has a connection with Trump. I think it has a relationship with the starting assessment,” he said Michael Gayed Gayed, the publisher of the lead-lag report, in China, in a great “big child”.
“China is not only in terms of investment, dead money, too long, but it also becomes a source of concern and risk for financial advisors for the controlling and financial advisors for their customers investing in Chinese funds.”
Street marks were hung on Wall Strejer in New York in New York in New York in New York.
Angela Weiss | AFP | Getty pictures
In addition to the cheaper assessments, other factors also burn the throat in Chinese markets. Harris said it has been a while for some time that the United States has been in the last six years or so it was in the last six years or so.
“Of course, the average assessments intend to show a difference,” he said.
“I’m not very worried about the assessment. It is important, but this is not a 100% factor. Stimulation of China’s government entered the economy and markets.
Last week, in a report, Citi research, after a very overweight of the US economy since October 2023, has increased China more than overweight.
However, Citi, the neutral worldview is a scene of three to six months, even if the United States is with China, it will be one of the EU leaders.
“At a bigger landscape, we doubt the AI Bubble is already played.”
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