Morgan Stanley's Chief Strategist for Chinese Stocks: Chinese stocks are expected to attract global capital allocation, and the offshore market may perform better

Wallstreetcn
2025.05.30 16:36
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Morgan Stanley's Chief Equity Strategist for China, Wang Ying, stated that Chinese stocks are expected to attract global capital allocation against the backdrop of a weakening US dollar, especially the offshore market may perform better. She is optimistic about the long-term prospects of the Chinese technology sector but reminds investors to pay attention to the uncertainties of the trade war and suggests appropriately allocating high-dividend state-owned enterprise stocks to enhance defensive attributes. CITIC Securities Co., Ltd.'s Chief Economist, Ming Ming, pointed out that the RMB may show a fluctuating and slightly strong trend, while the Federal Reserve will be relatively hesitant on the issue of interest rate cuts