L'indice Hang Seng sale del 2,98% grazie alla tregua sui dazi tra Usa e Cina, con tagli alle aliquote e accordi per 90 giorni.

La Borsa di Hong Kong apre in calo con l'indice Hang Seng a -1,12%. Deboli i titoli tecnologici Alibaba e Xiaomi.

Investing.com -- According to analysts at Capital Economics in a note, despite near-term headwinds, the near-term outlook for Chinese equities “could be quite positive.” The firm noted that it was a good day for Chinese stocks on Wednesday, “especially offshore, with the Hang Seng up over 2% and outperforming most others.” However, they cautioned that the market still has a lot of ground to make up on equities elsewhere. In July, it seemed to have started making up that ground, but the momentum faded heading into August, despite there being no shortage of good news. “We recently learned, for example, that [the delay of] higher US tariffs - due to take effect this week - had been extended for another 90 days. And China gained some clarity around access to advanced chips from Nvidia and AMD,” said Capital Economics, noting that the companies secured export licenses in exchange for sharing some revenue with the U.S. government. Assessing the recent struggles of China’s stock market, the firm noted that a frequent problem in recent years has been periodic plunges in valuations, although that is not the issue at present. According to Capital Economics, the current issue is in expectations for earnings. “Judging by analyst surveys, those have essentially stagnated since ’Liberation Day,” said the firm. “It’s not surprising that tariffs have contributed to some nerves on this front,” stated the firm. “While we’re not ourselves hugely optimistic about China’s economy, our sense is that expected earnings are unlikely to be too much more of a drag on equity prices in the near-term.” While the firm acknowledged that there are many other potential headwinds, it stated that its end-2025 equity forecasts, which were recently surpassed, may now be too conservative, and “further near-term gains may well be on the cards.” Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if NVDA is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.

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