Citigroup cut its South Korea equity rating to tactical neut
文 / 小金
2026-07-20 13:01:59
来源:亚金网
Citigroup cut its South Korea equity rating to tactical neutral from overweight, raised China to overweight and upgraded Mexico to neutral. The bank cited trading turbulence in Korea and expects this year’s AI-led rally — now concentrated in a few winners — to broaden into more sectors, potentially benefiting China. Strategists added that if the macro backdrop stays supportive, including easing geopolitical risk, there is scope for wider gains across emerging markets.
