Giving AH shares an "outperform" rating, Goldman Sachs is bullish on Chinese assets

Wallstreetcn
2025.04.17 09:21

Goldman Sachs stated in its latest report that it gives AH shares an "outperform" rating, considering that the atmosphere of A shares benefits more from policy stimulus, and strategically, it is viewed more favorably than H shares. Liu Jinjing, Chief Equity Strategist at Goldman Sachs China, pointed out that overseas investors are currently concerned about the risk of a recession in the United States, coupled with the need to diversify risks after holding heavy positions in U.S. stocks for many years. Attracted by the valuation of Chinese stocks and anticipating substantial economic stimulus policies from the mainland, there is a shift in focus towards reinvesting funds in China. Goldman Sachs expects that within the next 12 months, the MSCI China Index has a potential upside of 12%, and the CSI 300 Index has a potential upside of 15%. (Jiemian News)

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