Morgan Asset Management (China) senior global market strategist Zhu Chaoping says China’s economy shows structural divergence: exports remain resilient, consumption is modestly recovering, and property investment stays weak. The market sell-off since September may have priced in substantial pessimism; lower valuations are beginning to reveal selective investment opportunities. Greater policy support and a potential stabilization in overseas AI/technology stocks could help A-share market performa

2026-11-03

Morgan Asset Management (China) senior global market strategist Zhu Chaoping says China’s economy shows structural divergence: exports remain resilient, consumption is modestly recovering, and property investment stays weak. The market sell-off since September may have priced in substantial pessimism; lower valuations are beginning to reveal selective investment opportunities. Greater policy support and a potential stabilization in overseas AI/technology stocks could help A-share market performance.

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