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MSCI China has outperformed the region year-to-date (YTD) in local currency terms and is second behind Singapore in USD terms. Support for this is coming from the 12-month forward earnings estimates rising more in China than in other markets, YTD. The I/B/E/S consensus projects MSCI China earnings growth to accelerate from 7% this year to 14%, driven in large part by China’s dynamic tech sector. Domestic stimulus has yet to play a significant role in earnings with earnings revisions for consumer discretionary and staples down 1.9% and 2.0% for 2025 respectively. Yet we continue to expect government stimulus to increase later in the year.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.