Morgan Stanley's Xing Ziqiang: The logic of Chinese asset revaluation is expected to be further strengthened

Morgan Stanley's Chief Economist for China, Xing Ziqiang, believes that the uncertainty of U.S. policies highlights the stability of China's economy and policy environment. In the future, China will further strengthen the revaluation logic of Chinese assets through a "three-step" approach of restructuring debt, stimulating consumption, and reforming to restore confidence. At the same time, with the emergence of technological innovations such as DeepSeek, China's innovation capability in the industrial chain has been further strengthened, creating a window for global investors to reassess Chinese assets