Chinese Equities Set for Positive Performance in 1Q -- Market Talk

Dow Jones01-08

0509 GMT - Chinese equities are expected to perform well in 1Q, supported by a favorable global liquidity cycle and Beijing's likely rollout of new macroeconomic support, UOB Kay Hian analysts say in a note. The bank adds Baidu to its buy list, citing its market share expansion in the AI cloud and autonomous driving segments, higher monetization rates, and stronger synergies between its core operations and new initiatives. The analysts are particularly positive on Baidu's semiconductor spinoff, Kunlunxin, which could unleash the tech major's financial value and strengthen its AI ecosystem. UOB KH also assigns a buy rating to Midea, pointing to the extension of trade-in programs supporting consumer demand, improved profitability following air-conditioner price adjustments and continued overseas expansion. The bank recommends taking profit on Li Auto and Shuanghuan Driveline. (jason.chau@wsj.com)

(END) Dow Jones Newswires

January 08, 2026 00:09 ET (05:09 GMT)

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The analysts are particularly positive on Baidu's semiconductor spinoff, Kunlunxin, which could unleash the tech major's financial value and strengthen its AI ecosystem. UOB KH also assigns a buy rating to Midea, pointing to the extension of trade-in programs supporting consumer demand, improved profitability following air-conditioner price adjustments and continued overseas expansion. The bank recommends taking profit on <a href=\"https://laohu8.com/S/LAAOF\">Li Auto</a> and Shuanghuan Driveline. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2026 00:09 ET (05:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Equities Set for Positive Performance in 1Q -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Equities Set for Positive Performance in 1Q -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-08 13:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0509 GMT - Chinese equities are expected to perform well in 1Q, supported by a favorable global liquidity cycle and Beijing's likely rollout of new macroeconomic support, UOB Kay Hian analysts say in a note. 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(jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2026 00:09 ET (05:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0516422952.EUR","symbol_name":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601853337","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601853337","pubTimestamp":1767848940,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0509 GMT - Chinese equities are expected to perform well in 1Q, supported by a favorable global liquidity cycle and Beijing's likely rollout of new macroeconomic support, UOB Kay Hian analysts say in a note. 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The bank adds Baidu to its buy list, citing its market share expansion in the AI cloud and autonomous driving segments, higher monetization rates, and stronger synergies between its core operations and new initiatives. The analysts are particularly positive on Baidu's semiconductor spinoff, Kunlunxin, which could unleash the tech major's financial value and strengthen its AI ecosystem. UOB KH also assigns a buy rating to Midea, pointing to the extension of trade-in programs supporting consumer demand, improved profitability following air-conditioner price adjustments and continued overseas expansion. The bank recommends taking profit on Li Auto and Shuanghuan Driveline. 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