Commentary

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

In the Process Of Consolidation, A-Shares Are Gathering Momentum With Policy Support And Economic Recovery Resonating

CSI 300 rose by 1.09%. This week, the A-share market maintained a “trying to rebound” state, with several core indices continuing their upward trend, reflecting funds’ positive response to improvements in economic fundamentals and signals of policy bottoming out. The SSE Index(000001) gained 0.69% for the week, steadily standing above

  • A Share · Weekly Commentary
  • published on July 18, 2025
In the Process Of Consolidation, A-Shares Are Gathering Momentum With Policy Support And Economic Recovery Resonating

The Hong Kong Stock Market Is Showing a Fluctuating Upward Trend Driven by Three Factors

Hang Seng raised 2.8% This week, Hong Kong’s equity market extended its upward trajectory, with the Hang Seng Index(HSI) gaining 2.8% and the Hang Seng Tech Index(HSTECH) surging 5.5%. Multiple positive catalysts emerged: Early-week release of better-than-expected H1 social financing and loan data, coupled with improved US-bound exports, further boosted

  • Hong Kong · Weekly Commentary
  • published on July 18, 2025
The Hong Kong Stock Market Is Showing a Fluctuating Upward Trend Driven by Three Factors