Chinese blue chips remain near one-year lows as investors wait for stronger economic support. Weak consumption, deflation and the property slump continue to weigh on sentiment.

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The CSI 300 fell to around 4,387, its lowest in a year, as investors remained cautious toward direct equities and mutual funds.

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Equities. $718B flows into US over 12 months, $37.1B last week (+1.3 z-score). $SPX fundamentals intact but Asia positioning fragile: concentrated shorts across $HSI/$CSI300/$CSI500. European cyclicals flashing tactical value: 80% EPS growth YTD, 7-9% upside into December target

Resilience meets pressure. $BZ $100+, 10y near 5%, Nov 1st trade truce expires into tariff binary. US equity flows hold at $37.1B weekly, but geopolitical optimism fading fast in Asia. Concentrated shorts in $HSI/$CSI300 signal contagion risk. Shipping costs at $1.1M/day: logist

Why aren’t Chinese stocks following corporate profits higher?

Q2 earnings surged over 25% YoY, led by tech and AI, while the CSI 300 and Star 50 remained under pressure.

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