And the Winner Is....China!
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A more sustainable rally
MSCI China index has outperformed the MSCI US index by more than 25% so far in 2025. And Sun Lu, strategist at Goldman Sachs, says that this rally is more sustainable than others we have seen.
"The current rally in China-related risk assets—driven by the Deepseek AI breakthrough, a policy pivot toward supporting the private sector, and a focus on boosting consumption—appears, in our view, to be more sustainable than the rally we saw last year. Deepseek's unexpected AI breakthrough triggered an organic re-rating of Chinese tech stocks, marking a significant shift in sentiment."
