CHINA C.BANK: TO MAINTAIN MODERATELY LOOSE MONETARY POLICY WITH STRONGER COUNTER-CYCLICAL ADJUSTMENTS

VANKE VOWS TO ADJUST INVESTMENT SYSTEM IN 2026

Chinese equities are outperforming global markets amid the Iran war, with benchmarks down 4.6% since late February versus declines of over 10% in Japan, South Korea and India. Despite higher oil prices, China’s large energy reserves, strong renewable capacity and stable yuan have cushioned impacts. Goldman Sachs has turned more positive on the market, while Anna Wu of VanEck, Joshua Crabb of Robeco and William Bratton of BNP Paribas say policy stability, improving positioning and resilience are supporting Chinese stocks. Bonds remain steady and capital flows stable, though risks from prolonged global stagflation persist.