Chinese stocks surged again, fueled by abundant liquidity and optimism surrounding DeepSeek’s updated model. The rally, led by technology shares, broadened to include property stocks after Shanghai eased home-buying rules. While some see room for further gains, concerns about overheating are emerging as key benchmarks rise significantly from their lows, with investors closely monitoring liquidity indicators.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.
May 27, 2026