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Goldman Sachs sees China equities rising up to 20% by end-2026, earnings-led
Key Takeaways (30s Read)
Goldman Sachs forecasts a 20% rise in Chinese equities by the end of 2026, driven by earnings.
Goldman Sachs is forecasting further gains in Chinese equities by 2026, primarily driven by profit growth from AI investments and policy support. They expect the MSCI China Index to rise about 20%, while the CSI 300 is expected to increase roughly 12%. Profit growth is projected to accelerate to around 14% in 2026-2027, up from an estimated 4% in 2025.
Chinese equities have started 2026 on a positive note, following a strong performance in 2025. However, risks such as weaker domestic demand and geopolitical tensions remain, but Goldman Sachs believes that an earnings-driven market can sustain growth.
AI Analyst
AI Opinion
"Goldman Sachs' outlook is based on the impact of AI adoption and effective economic policies, especially as the key drivers of medium to long-term growth. Investors must recognize that profit growth is fundamental to the market's sustainability. While there are several risk factors including domestic demand recovery and geopolitical tensions, a sustained increase in profits could keep Chinese equities rising."
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