TREE NEWS reports: CSC Financial said in a research note that A-shares have entered a second recovery phase, as the macro tug-of-war from Middle East geopolitical conflict that pushed up oil prices and US Treasury yields has played out for now, with oil and long-end US yields falling back. It flagged domestic easing and a stable yuan, with the market’s focus returning to earnings, while warning that overseas rates, the durability of the oil pullback and the late-October FOMC meeting remain external risks.
CSC Financial Says A-Share Second Recovery Phase Underway
AI take
The significance lies in the framing shift: CSC is treating the external shocks that dominated sentiment as largely priced, and redirecting attention to domestic policy and earnings. That matters most for A-share positioning, where macro headlines have recently crowded out fundamentals. The open question is whether the oil and US yield pullback proves durable, and whether the late-October FOMC meeting or renewed overseas rate pressure revives the same macro trade before earnings can take over.
Generated by AI for reference only.
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