Despite geopolitical, trade, and economic uncertainties, China’s stock market has emerged as one of the top returners globally in recent times. The MSCI China Index produced 10% in the first four months of 2025 and 26.5% over the past year, outstripping the MSCI USA, MSCI Emerging Markets and MSCI ACWI indices.
“The US-China trade announcement is welcome news, but policy uncertainty remains. As we wait for developments after the 90-day pause, we see opportunities in the broader global equities space.”