Morgan Stanley upgrades China equities - both mainland and Hong Kong ...Middle East

Key to this turnaround are three forces:

improved corporate discipline, rising shareholder returns, and a shift in index composition toward higher-quality, less macro-sensitive sectors.

Morgan Stanley also sees renewed tech momentum, with firms like AI startup DeepSeek highlighting China's potential to remain competitive in innovation—offering a path for ROE growth even in a deflationary environment.

24,000 for the Hang Seng, 8,600 for the Hang Seng China Enterprises Index,

while maintaining its CSI 300 target at 4,200.

For a more bullish outlook, Morgan Stanley says a clearer macro improvement and easing geopolitical tensions will be required. Still, it believes the groundwork has been laid for a re-rating, with foreign investor positioning still light and valuations poised to normalise.

This article was written by Eamonn Sheridan at www.forexlive.com.

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