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Li Qiuseo, Chief Domestic Strategy Analyst of the Research Department at China International Capital Corporation (CICC), highlighted that the revaluation of Chinese assets is an ongoing trend. Despite the substantial global asset volatility sparked by the recent US 'reciprocal tariffs' policy, which even eclipsed the trade friction period from 2018 to 2019, Chinese assets have demonstrated greater stability and outperformed their US counterparts. Li stressed that the current landscape presents more opportunities than risks for Chinese assets and anticipated a gradual uptick in overseas investors' interest in these assets. Furthermore, he expressed confidence that A-shares might perform even better in the second half of the year compared to the first half.
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