0607 GMT - China's stock-market rally remains isolated, as the momentum hasn't spilled over to other emerging markets, but its risk-reward profile continues to look attractive, Julius Baer says in a note. The offshore Chinese market has witnessed strong sentiment and shrugged off the tariff headlines so far, it says. While Chinese equities have surged, driven by technology and artificial intelligence, Julius Baer expects gains to rotate into other sectors, particularly consumer sectors, given the government's focus on boosting domestic demand. It expects some consolidation in 2Q, especially for IT stocks. "This consolidation will represent a healthy digestion of previous gains, paving the way for another potential rally later in the year." (monica.gupta@wsj.com)
(END) Dow Jones Newswires
March 12, 2025 02:09 ET (06:09 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。