Chinese A shares have gained more than 35% from their March lows in a rally likely due to China’s effective containment of COVID-19, its ongoing economic recovery and supportive economic policies. Recently, a strong improvement in investor sentiment has played a more important role in the A-shares rally. We remain constructive on Chinese equities because we expect investor sentiment to remain favorable in the near term. Chinese H-Shares also benefit from investors’ preference for “new economy” stocks.
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