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.
