DWS’s CIO Special: Emerging Markets (Sept 2025) analyzes China’s surprising equity resurgence amid U.S. tariff pressures.
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Despite being the primary target of U.S. tariffs, China’s stock rally reflects domestic policy support, structural shifts, and reduced export dependency.
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The MSCI China Index has gained nearly 40% YTD, buoyed by reforms in key sectors such as semiconductors, renewables, and biotech, and improving earnings expectations for 2026 (~15%).
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Attractive valuations, rising dividends, and diversification benefits against U.S. market concentration make China increasingly investable for long-term portfolios.
Can China’s policy reset sustain momentum and restore investor confidence? Explore the full report for deeper insights.
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