Gary Lerude
Bloomberg also reports that the MSCI China Index is likely to conclude the year with its biggest gain since 2017. In comparison, the US index closed at 6,905.74 points on December 29, down 0.4%.
The bull market, which is characterized by a rise of over 20%, began in the technology sector and has now spread across a variety of companies, including those involved in gold mining, pharmaceuticals, and other industries. This growth has been influenced by global trends such as artificial intelligence and a surge in commodity markets, as well as Chinese-specific factors like innovation and the gaming industry.
On the other hand, developers and utility companies have performed poorly, highlighting ongoing challenges in China's real estate sector and the continued pressure of deflation, as noted by Bloomberg.
Within the subindices, the MSCI China Materials Index, which includes mining companies, has been the top performer. It has risen by about 108% since the start of 2025, representing its best annual performance since 2003.
The healthcare subindex has increased by approximately 50%, ending a four-year decline.
This improvement has come from licensing agreements between Chinese pharmaceutical firms and international pharmaceutical companies. For example, China's 3SBio reached an agreement with Pfizer to develop an experimental cancer drug, leading to a 300% rise in its stock price over the past year.
source: bloomberg.com
The bull market, which is characterized by a rise of over 20%, began in the technology sector and has now spread across a variety of companies, including those involved in gold mining, pharmaceuticals, and other industries. This growth has been influenced by global trends such as artificial intelligence and a surge in commodity markets, as well as Chinese-specific factors like innovation and the gaming industry.
On the other hand, developers and utility companies have performed poorly, highlighting ongoing challenges in China's real estate sector and the continued pressure of deflation, as noted by Bloomberg.
Within the subindices, the MSCI China Materials Index, which includes mining companies, has been the top performer. It has risen by about 108% since the start of 2025, representing its best annual performance since 2003.
The healthcare subindex has increased by approximately 50%, ending a four-year decline.
This improvement has come from licensing agreements between Chinese pharmaceutical firms and international pharmaceutical companies. For example, China's 3SBio reached an agreement with Pfizer to develop an experimental cancer drug, leading to a 300% rise in its stock price over the past year.
source: bloomberg.com







