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05:07
Apr 29
Hartmut Issel Head APAC Equities & Credit, UBS WM Bloomberg Markets
MSCI China cheap with strong AI demand.
MSCI China is about 50% tech, and AI cloud revenue growth has accelerated strongly (double digits, sometimes over 30%). The market is currently pricing in different fears, but over the next 12 months it will recognize that China tech is not expensive and AI demand remains strong.
MSCI China
MED

About MSCI China Analyst Coverage

Buzzberg tracks MSCI China across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.