After Goldman Sachs and Morgan Stanley, JPMorgan is also optimistic about the Chinese stock market: in the second quarter, "take a step back, take two steps forward"!

JPMorgan is Bullish on A-shares and has identified four major Bullish points: the relative profit growth advantage within Asia, DeepSeek's ability to reduce costs and enhance efficiency, the stabilization of the Real Estate market, and improved liquidity supporting A-share allocation. Although there will be adjustments at the beginning of the second quarter, the market is expected to continue ascending after the adjustments.

wallstreetcnMar 27 00:41 ET

The Chinese market is booming! Three bullish factors have led to a fundamental shift in the views of global investors.

① The Chinese market has recently attracted a large number of overseas investors due to DeepSeek and government stimulus measures, driving market activity; ② Data shows that the total issuance amount of stocks by Chinese companies in the first quarter reached 16.8 billion USD, a year-on-year increase of 118%; ③ Investment bankers point out that favorable policies, innovation, and appropriate valuations will continue to attract overseas investors, and the global perspective on the Chinese market has undergone a fundamental change.

cls.cnMar 24 05:01 ET

Foreign investors are optimistic about China Stocks: there is definitely still room for growth!

On March 24, the Milken Institute Global Investors Conference was held in Hong Kong, where several investors believed that Stocks in China have more room for growth; Oliver Weisberg, CEO of Blue Pool Capital, stated that foreign investors have increased their investments in Hong Kong, and the Hong Kong stock market is expected to return to its rightful position.

cls.cnMar 24 04:18 ET

Goldman Sachs: The effective tax rate in the USA may soar to its highest level in decades this year, Bullish on China's A-shares and Listed in Hong Kong.

①Goldman Sachs expects that the effective tax rate in the USA will rise by an average of 10 percentage points this year, the highest level in decades, which could lower the GDP growth forecast for the USA in 2025 to 1.7%; ②Goldman Sachs is Bullish on European stocks and China's A-shares and Listed in Hong Kong, expecting that the European stock market will continue to outperform Large Cap, and has raised the earnings per share growth forecast for Europe.

cls.cnMar 18 23:36 ET

Investing heavily in China occupies an important position! Bank of America’s main strategy for 2025: "BIG".

Recently, a wave of asset allocation characterized by "the East rising and the West falling" has been triggered in the Global market; many people in Wall Street institutions have expressed their views on the current decline of the US stock market, as well as the increasing popularity of US Treasury bonds, Gold, and Central European Assets; Michael Hartnett, the Chief Analyst of Bank of America, who was once dubbed the "most accurate Analyst on Wall Street," recently shared his perspective.

cls.cnMar 17 04:46 ET

Goldman Sachs' five macro scenario simulations: Is the current situation most favorable for Chinese Stocks?

Top trader Lindsay Matcham at Goldman Sachs believes that three factors should be considered when deciding on stock themes: 1. Will economic growth slow down or accelerate? 2. Will inflation data rise or fall? 3. Will global central banks ease or tighten?

cls.cnMar 5 22:33 ET