China stocks to see 20% upside on AI boom, overseas expansion: Goldman Sachs

China stocks to see 20% upside on AI boom, overseas expansion: Goldman Sachs

Investment bank predicts the MSCI China Index of both yuan-traded stocks and Chinese firms trading in Hong Kong and the US to surge in 2026.

Goldman Sachs Predicts Growth for Chinese Equities

Goldman Sachs is projecting substantial growth for Chinese equities, anticipating the MSCI China index to appreciate by 20 per cent and the CSI300 by 12 per cent in 2026. This follows a strong performance in the past year, where these key benchmarks saw gains of 20 to 30 per cent, primarily driven by multiple expansion. Strategists at Goldman Sachs remain optimistic about both A-shares and H-shares in Asia, maintaining an overweight rating. The …