Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.
① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.
"On the eve of April 2nd," the China strategy teams of Goldman Sachs and Morgan Stanley sang in unison about optimism.
Goldman Sachs stated that based on its investor research, investors remain calm regarding tariff concerns. It believes that China's AI narrative is seen as a game changer, expected to attract over 200 billion dollars in Inflow within the next decade. Morgan Stanley holds that the Chinese market is experiencing three solid Bullish factors: the first performance surprise in three and a half years, upward revisions in profit forecasts, and potential elimination of long-term discount in valuations.
Hong Kong Stock Market Midday Review | Hang Seng Index rose 0.25% in the morning session, with property management stocks leading the gains.
CHINA RES MIXC (01209) surged 8% after the results, with Institutions indicating that the Sector is expected to achieve sustainable high dividends.
Hong Kong Shares Rise 0.6%, Tracking Wall Street -- Market Talk
Morgan Stanley has once again raised its target for the Chinese stock market, providing three main reasons.
Morgan Stanley has once again raised the Target Price for the China market, expecting an upside potential of 8%-9% for the Hang Seng Index, Hang Seng China Enterprises Index, MSCI China, and CSI 300 Index by the end of the year. The upgrade is based on three main reasons: the first earnings surprise in three and a half years, revisions to profit forecasts, and the potential for valuations to eliminate long-term discounts, moving closer to Emerging Markets levels.
Hang Seng Index Futures Bullish Momentum Eases, Yet Uptrend Remains Intact
