Nomura upgrades China stocks to ‘tactical overweight’ after tentative trade breakthrough

Quick Summary:

Nomura joins other global firms in expressing optimism about Chinese equities following tentative trade deal.

Morgan Stanley hailed the ceasefire as a catalyst that would attract inflows and ease concerns about earnings shocks, while JPMorgan said the news would allow for a more risk-oriented attitude.

According to a recent Nomura survey, fewer than 10 per cent of respondents expected the tariff rates to drop below 34 per cent on both sides.

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Article Details

Author / Journalist: Zhang Shidong

Category: Business

Markets: Hong KongChinaJapan

Topics: Us-china Imports Global Tariffs Nomura Stocks Equities Chinese Rating Trade Cent

Source Website Secure: Yes (HTTPS)

News Sentiment: Neutral

Fact Checked: Legitimate

Article Type: News Report

Published On: 2025-05-13 @ 14:42:53 (5 hours ago)

News Timezone: GMT +8:00

News Source URL: scmp.com

Language: English

Article Length: 259 words

Reading Time: 2 minutes read

Sentences: 6 lines

Sentence Length: 44 words per sentence (average)

Platforms: Desktop Web, Mobile Web, iOS App, Android App

Copyright Owner: © SCMP

News ID: 28664225

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