The US-China summit may ease trade tensions, boosting Chinese equities, particularly in lagging tech shares, with potential relief from US chip export restrictions.
Fund managers and investment banks predict Chinese stocks will maintain resilience shown since the Middle East war began, driven by haven demand for yuan-linked assets, recovering property prices in first-tier cities, and upcoming tech IPO additions to Hong Kong benchmarks. Morgan Stanley expects AI companies like Knowledge Atlas and MiniMax to join key indices in June, drawing fresh capital.
