Elaia Weekly View

Written By Michael Palma

🌿 Elaia Weekly View – Week 41 / 2025

China is confirming our positive view

Each week, Elaia Capital SA shares its insights on global markets through a concise and data-driven research note. Our Weekly View highlights key market trends, macroeconomic developments, and strategic positioning ideas — all aligned with Elaia’s long-term vision and disciplined investment philosophy.

In this edition, we explore the renewed momentum in Chinese equities, supported by structural strengths, policy initiatives, and a gradual financial opening confirming our constructive stance.

Discover our perspective, curated with precision and clarity.

Link to full PDF available here

Michael Palma https://www.elaia-capital.ch
Previous

Elaia Weekly View
Next

Comprendre notre approche sectorielle de l’investissement : simple, claire et adaptée à votre patrimoine