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In the background of the Chinese National Flag, Lujiazui fluttered with the financial district.
VCG | Visual Chinese group | Getty pictures
After a surprise trade reconciliation between financial institutions, Washington and Beijing, they call after reinforcing the country’s growth forecasts and the exclusion.
Monday, USA and China came to an agreement To temporarily stop the majority of tariffs for each other’s products in 90 days. Under the transaction, mutual tariffs will decrease by 125% to 10%.
This was the US President Donald Trump’s tariffs after the “mutual” tariffs on April 2, the significant facilitation between the two countries and lowering the Chinese growth forecasts.
Now several institutions revise the Chinese worldview.
UBS, Monday noted that China’s GDP growth increased by 3.7% and 4%, and the trade war de-escalation is expected to cause Chinese economic growth “smaller shock”.
Morgan Stanley has also increased its predictions that will be able to try to accelerate the export of Chinese GDP to take advantage of low-term protesters to take advantage of low tariffs.
“When the tariffs raised, the suspension window could lead to the front-loaded transport and production,” Investment Bank analysts recorded in the second quarter. In the second quarter, 4.5%, the head of the bank Robin Xing and others in the report.
In addition, Xing and his team now expects to show temporary strength of the third quarter growth, to predict it to be over 4%. Earlier, Morgan Stanley said that the growth was softened around 4%.
Anz Bank has now sees the potential for China’s GDP to 4.2% this year, and the Australian-Staff Bank has revived from 4.2% to 4.2% in April.
Similarly, Natixis this year is 4.5% of the country’s GDP, 4.2% of the base, the more incentives and tariffs are further reduced. This comes after French bank He lowered GDP forecast in China to 4.2% from 4.7% in early April.
Careful optimism
Optimism in Growth Prospects improves worldview for Chinese capital.
Nomura China’s “Tactical Many Weight” has increased the “Tactical weight”, and some funds returned to China in India, it was noted after trade talks.
Citi lifted the target of 2% to 25,000 and expects to reach 26,000 in the first half of 2026 by the end of the year.
However, Citi’s capital’s capital strategy Pierre Lau, said he preferred local plays fleeing the uncertainty of tariff. He raised the consumer sector from neutral. Lau also stressed the country’s Internet and technology sector promisingly.
“We see an attractive risk award with market prices in China in China,” said Maybank’s communication services and some consumer obtaining opportunities in the Obvocation Sectors Eddy Loh.
The initial investment group of the Investment Group, which is drowning in Chinese markets, is a sustainable rating of the last investment group, especially in Chinese markets, especially China’s economy and markets.
China’s CSI was 300, after increasing by 1.6% in the previous session, came up on Tuesday. Hong Kong’s suspension Seng index rose 3% on Monday, but decreased by 1.5% on Tuesday.
Some experts warned that there are no tactical leaps in the capital.
US-Chinese trade talks were better than what markets expect, regulation is still temporarily and further change.
This does not change the larger picture. China’s stock exchange depends still on domestic grounds.
Taking into account the reduction and break between the 90-day tariff and the deterioration of mutual confidence between the United States and China, Natus said the Natus was Gary NG.
Markets were surprised because the results of the trade conversation were surprised and were not valuable, the Chinese director of the Eurasia said Dan Wang.
“This does not change the bigger picture. The Chinese stock market still depends on poor grounds,” he said.
Trump, who saw the tariffs as the center for a political arm against China, cannot reduce tariffs for a long time.
“This temporary break is not a progress in bilateral relations. A bilateral relationship is short in trade diplomacy,” he said.
-CNBC’s Evelyn Cheng contributed to this report.
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