CCB International published a research report stating that China's banking sector's balance sheet resilience provides stability to the current business environment, which is vulnerable to potential policy changes, and helps mitigate tariff-related fluctuations. China's banking system is better able to cope with America's new tariff system than it was a decade ago. The MSCI Bank of China Index has achieved an absolute return of 2% during the year so far, surpassing the MSCI World Bank Index by 4%. This is no surprise, as global banks' earnings are highly volatile. Despite the challenging operating environment from FY2025, profits in the Chinese banking sector are expected to remain stable. According to the bank, ICBC provides the most stable dividend yield among large Chinese banks. The bank believes that in the current uncertain period, ICBC represents a safe haven with sufficient liquidity, strong impairment reserves, and balance sheet strength supported by capital adequacy ratios.

CCB International published a research report stating that China's banking sector's balance sheet resilience provides stability to the current business environment, which is vulnerable to potential policy changes, and helps mitigate tariff-related fluctuations. China's banking system is better able to cope with America's new tariff system than it was a decade ago. The MSCI Bank of China Index has achieved an absolute return of 2% during the year so far, surpassing the MSCI World Bank Index by 4%. This is no surprise, as global banks' earnings are highly volatile. Despite the challenging operating environment from FY2025, profits in the Chinese banking sector are expected to remain stable. According to the bank, ICBC provides the most stable dividend yield among large Chinese banks. The bank believes that in the current uncertain period, ICBC represents a safe haven with sufficient liquidity, strong impairment reserves, and balance sheet strength supported by capital adequacy ratios.