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Chinese shares rose 15% in 2024, marking their first annual gain since 2020, driven by a late September stimulus blitz, but sentiment remains fragile as the CSI 300 index faced its worst first trading day since 2016. The bond market signals concerns about low inflation and weaker growth, with local bond yields falling significantly. While government stimulus has historically boosted Chinese equity returns, structural challenges and potential additional spending to counter increased tariffs on Chinese imports may impact market stability.
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