Goldman Sachs Latest Top 30 Buy-Rated Chinese Stock Picks

China stocks reopen trading yesterday and are experencing volatility after a 7-day holiday. How to select sectors and stocks in this fluctuating environment?

Goldman Sachs has just released (Oct 7) a report highlighting key sectors and stocks to watch. They emphasize a shift from supply-side to demand-side stimulus, benefiting consumer-oriented sectors like Retailing, Consumer Services, F&B, and Durables. These sectors are expected to gain from increased retail sales and a positive wealth effect driven by the stock market rally.

Goldman Sachs has identified 30 Buy-rated stocks within these sectors that have strong historical price correlations with retail sales and favorable growth/valuation profiles. These stocks are poised to capitalize on the fiscal stimulus and potential policy shifts.

Stay tuned for opportunities in these consumer-focused industries as demand-side measures take center stage!