China market moves from ‘tradable’ to ‘investable’, BofA says

China market moves from ‘tradable’ to ‘investable’, BofA says

The thesis for investing in China is improving underpinned by a combination of market performance and tailwinds from DeepSeek‘s AI breakthrough to better-than-expected U.S. relations, according to analysts at Bank of America Securities. Under the sub-heading “From ‘tradable’ to ‘investable’” the investment bank’s China equity analysts noted that long-term reforms such as rising dividend payments … Read more

China’s $5 trillion rout creates historic gap with Indian stocks

China’s  trillion rout creates historic gap with Indian stocks

The relentless plunge in China’s stocks has burnished the appeal of their biggest emerging-market rival India, spurring a divergence that’s rarely been seen before. The MSCI India Index rallied almost 10% in the just-ended quarter, compared with a 23% slump for the MSCI China Index. The 33-percentage point outperformance by the India gauge is the … Read more