Goldman Sachs Strategy Outlook for Hong Kong Stocks in 2025

Domestic capital will dominate pricing. Short-term strategy: overweight A-shares first, then H-shares.

Goldman Sachs favors A-shares for their sensitivity to policy easing and retail flows. Analysts recommend focusing on consumption, emerging exporters, new technologies, and shareholder returns.

$Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $Tencent (TCEHY.US)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $Hang Seng TECH Index (800700.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $NASDAQ Golden Dragon China (.HXC.US)$

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