Morgan Stanley: Trade negotiations ignite optimistic expectations, hedge funds "return" to the Chinese stock market

Zhitong
2025.05.12 07:36
portai
I'm PortAI, I can summarize articles.

Morgan Stanley pointed out that the China-U.S. trade negotiations have shown initial signs of hope, leading American hedge funds to increase their bullish bets on Chinese stocks. The report indicates that with positive signals of a potential trade agreement, funds have increased their holdings in U.S.-listed Chinese stocks and A-shares. At the same time, funds have reduced their positions in other regions of Asia. After the negotiations between Chinese and U.S. officials in Geneva, there were positive statements, and the CSI 300 Index and Hang Seng Index have rebounded to the levels when Trump announced the tariff increases