Commentary

A-Shares Show Structural Market Rally

CSI 300 Rises 1.23% This week, A-shares maintained a “rebound attempt” status with most indices closing higher, improving market sentiment, albeit trading volume slightly decreased compared to the previous week, indicating that capital’s willingness to chase gains remains cautious. The SSE Index(000001) rose 2.11% for the week, just 1.07% away

  • A Share · Weekly Commentary
  • published on August 8, 2025
A-Shares Show Structural Market Rally

In the First Half Of the Week, Interest Rates Rose, but in the Second Half, Tariffs Triggered a Pullback

Hang Seng raised 1.4% This week, the market showed a pattern of initial gains followed by a pullback, with the Hang Seng Index(HSI) rising 1.4%, although it failed to successfully reclaim the 25,000-point level. The Hang Seng Tech Index(HSTECH) gained 1.2%. In the first half of the week, U.S. non-farm

  • Hong Kong · Weekly Commentary
  • published on August 8, 2025
In the First Half Of the Week, Interest Rates Rose, but in the Second Half, Tariffs Triggered a Pullback

A-Share Market Attempts a Rebound; Structural Opportunities Emerge With Policy Support

CSI 300 Down 1.75% This week, the A-share market maintained a “rebound attempt” pattern, with index movements generally weak, reflecting that the current market sentiment remains cautious. The SSE Index(000001) fell by 0.94% for the week, although under short-term pressure, the index has risen 32.36% from its one-year low, moving

  • A Share · Weekly Commentary
  • published on August 1, 2025
A-Share Market Attempts a Rebound; Structural Opportunities Emerge With Policy Support

The Combined Release Of Three Pressures: “Policy Expectation Mismatch, External Liquidity Tightening, And Weak Economic Data.”

Hang Seng fell 3.5% This week, the Hong Kong stock market experienced a “rally-then-pullback” pattern, with the Hang Seng Index(HSI) falling by 3.5%, losing the 25,000-point support level. The Hang Seng Tech Index(HSTECH) dropped by 4.9%. The Politburo meeting of the Communist Party of China this week analyzed the current

  • Hong Kong · Weekly Commentary
  • published on August 1, 2025
The Combined Release Of Three Pressures: “Policy Expectation Mismatch, External Liquidity Tightening, And Weak Economic Data.”

Continued Structural Rebound With Funds Flowing Back to Quality Stocks

CSI 300 Up 1.69% This week, the A-share market continued its “attempted rebound” trend, with most indices showing gains and trading volumes increasing. The activity levels of certain sectors and individual stocks have significantly improved, leading to a more positive market sentiment compared to last week. The SSE Index(000001) saw

  • A Share · Weekly Commentary
  • published on July 25, 2025
Continued Structural Rebound With Funds Flowing Back to Quality Stocks

Policy Catalysis And Improvement in Funding Jointly Drive the Rise Of the Hong Kong Stock Market

Hang Seng raised 2.3% This week, the Hong Kong stock market continued its upward momentum, with the Hang Seng Index(HSI) rising 2.3% and the Hang Seng Tech Index(HSTECH) increasing by 2.5%, but overall showing a “rally followed by pullback” pattern. The upward movement in the first half of the week

  • Hong Kong · Weekly Commentary
  • published on July 25, 2025
Policy Catalysis And Improvement in Funding Jointly Drive the Rise Of the Hong Kong Stock Market