China market moves from 'tradable' to 'investable', BofA says

China market moves from ‘tradable’ to ‘investable’, BofA says

The thesis for investing in China is improving underpinned by a combination of market performance and tailwinds from DeepSeek‘s AI breakthrough to better-than-expected U.S. relations, according to analysts at Bank of America Securities. Under the sub-heading “From ‘tradable’ to ‘investable’” the investment bank’s China equity analysts noted that long-term reforms such as rising dividend payments…

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Chart showing the 10-yeart Treasury yield popping 10% after the Fed cuts rates

Why Are Treasury Yields Up?

The 10-year Treasury yield leaps higher … Chinese stocks surge then collapse … the war over automation isn’t over … watch Tesla’s “We, Robot” event tomorrow With the Fed now in rate-cutting mode, why are Treasury yields racing higher? As you’re aware, the Federal Reserve cut its target interest rate by 50 basis points on…

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Chinese stocks could rally 15% as more stimulus spurs a GDP growth spurt next year, SocGen says

Chinese stocks could rally 15% as more stimulus spurs a GDP growth spurt next year, SocGen says

Chinese stocks could climb as much as 15% on the nation’s expected fiscal stimulus package, SocGen said. The package could be announced in October, potentially reaching 3 trillion yuan, the bank estimated. The stimulus measures could push China’s GDP to grow as much as 5% next year, strategist said. Chinese stocks could soon surge 15%,…

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