China A-shares enter ‘age of exploration’ as tech-led rally broadens: CLSA
Shihao Li, A-share Strategist at CLSA, says Chinese equities are seeing a structural re-rating driven by technology, manufacturing and overseas expansion, with earnings increasingly decoupled from domestic growth and AI creating long-term opportunities for investors.
Shihao Li, A-share Strategist at CLSA, says Chinese equities are seeing a structural re-rating driven by technology, manufacturing and overseas expansion, with earnings increasingly decoupled from domestic growth and AI creating long-term opportunities for investors.