STOCKS | BNP Paribas Wealth Management Keeps Neutral View on Hong Kong, China Stocks

BNP Paribas Wealth Management kept a neutral view on Hong Kong and China equities and expects A-shares to outperform Hong Kong stocks in the short term. According to Ming Pao, the bank said global capital remains focused on artificial intelligence themes, and A-share markets have a higher weighting in AI hardware and semiconductor stocks, while Hong Kong has fewer related constituents, contributing to performance divergence.