EZB8RISK / Market Briefing

Chinese equities held steady as September factory activity returned to expansion, helped by the ongoing AI boom lifting industrial names, though the latest round of stimulus landed

Chinese equities held steady as September factory activity returned to expansion, helped by the ongoing AI boom lifting industrial names, though the latest round of stimulus landed lighter than many hoped. That gap shows up in a two-speed economy, where strong stock performance sits alongside a softer currency. Attention now turns to the upcoming meeting between the US and Chinese leaders, with trade friction still shaping the backdrop.

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