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<Research>JPM: Xi-Trump Summit to Be Key Catalyst for MSCI China Index/ CSI 300 Index; Top Picks BYD COMPANY/ Others
Recommend 34 Positive 60 Negative 20 |
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After publishing its latest China equity strategy update, client discussions have focused on two core questions: how to position for the upcoming Xi-Trump summit, and whether laggard sectors such as consumers and homebuilders have significant catch-up upside, JPMorgan released a research report saying. JPMorgan believed that if the Xi-Trump summit takes place as scheduled, it will serve as a key near-term catalyst for the MSCI China Index and the CSI 300 Index. The market expected geopolitical tensions to gradually ease, with lower US tariffs. More purchases of US goods, such as soybeans, protein, aircraft and chips, may pose public opinion risks. Chip companies focused on domestic self-sufficiency, including ILUVATAR COREX (09903.HK), are expected to remain resilient. The broker's top picks in China are BYD COMPANY (01211.HK), NAURA (002371.SZ), MINIMAX-W (00100.HK), KNOWLEDGE ATLAS (02513.HK), ILUVATAR COREX, BANK OF CHINA (03988.HK), INNOVENT BIO (01801.HK) and CNOOC (00883.HK). Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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