Chinese stocks are on track to register their strongest outperformance versus global peers since August 2025 amid the Iran war, making them one of the best markets to ride geopolitical risk. The move reflects investor rotation and favorable positioning into Chinese equities, implying region-specific equity flows that could sustain relative upside versus other markets.
Chinese stocks are on track to register their strongest outperformance versus global peers since August 2025 amid the Iran war, making them one of the best markets to ride geopolitical risk. The move reflects investor rotation and favorable positioning into Chinese equities, implying region-specific equity flows that could sustain relative upside versus other markets.
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moderately positive
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