Foreign chief executives speak out intensively: strong, rebound, continue to "high allocation" to the Chinese stock market
Recently, chief economists from foreign institutions have been speaking intensively, with strong, rebound, and high allocation becoming key words when discussing the performance of china's economy and financial markets.
Institutions: By March next year, the macro narrative cannot be observed and verified, liquidity will support the index to fluctuate upwards.
From now until the major conferences in December is the period for policy validation and observing macro data. From the end of December to early March next year usually falls under a window period for domestic macro data and policies. Attention should be paid to changes in market liquidity and improvements in economic indicators, while maintaining patience and resilience during the short-term policy vacuum period of one month, waiting for the new round of policy initiatives.
Highly configured A-shares and Hong Kong stocks! Goldman Sachs' 2025 outlook for the china economy is here.
In terms of the stock market, goldman sachs maintains its investment recommendation to overweight A-shares and Hong Kong stocks, and still favors A-shares in the short term, because compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment fund flows, which have a more bullish effect. It is expected that the msci chinese index and csi 300 index will rise by 15% and 13% respectively by 2025.
More foreign capital announces increased investment in china! Has the recent adjustment come to a temporary halt?
Another foreign giant has announced an increase in investments in china assets.
Express News | Another foreign giant has announced an increase in investment in china assets.
Express News | Wu Qing: We welcome both long-term and short-term investments. What the market needs now is to unblock the bottleneck of long-term capital entering the market.