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<Research>G Sachs: Easing CN-US Trade Tensions/ Other Factors Boost A-shr Indices to New Highs; MSCI China Index Target Raised to 90
After a period of consolidation in the Chinese stock market from June to July, Chinese equities have recently broken out of their trading ranges, with the MSCI China Index/ CSI 300...
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<Research>G Sachs: Easing CN-US Trade Tensions/ Other Factors Boost A-shr Indices to New Highs; MSCI China Index Target Raised to 90
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After a period of consolidation in the Chinese stock market from June to July, Chinese equities have recently broken out of their trading ranges, with the MSCI China Index/ CSI 300 Index reaching a 4-year high and a new YTD high respectively, Goldman Sachs published a research report saying.

Key factors include the easing of China-US trade tensions, strong 2Q25 GDP data, government policies against 'involution', the recovery of Hong Kong's IPO market, record inflows of southbound funds and a noticeable gap between foreign investors' growing interest in Chinese stocks and their still-conservative equity allocations.

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Goldman Sachs kept rating at Overweight on the Chinese stock market, predicting that the scale of southbound funds will reach US$160 billion for the year, and reinforcing its view of "focusing on individual stocks rather than the market".

The broker reiterated its optimism for leading Chinese private enterprises and shareholder return themes, with its top 10 favored companies including TENCENT (00700.HK)  -15.000 (-2.727%)    Short selling $1.95B; Ratio 16.927%   , BABA-W (09988.HK)  +1.200 (+1.037%)    Short selling $662.20M; Ratio 7.482%   (BABA.US)      , CATL (03750.HK)  -3.200 (-0.788%)    Short selling $59.40M; Ratio 4.171%   (300750.SZ)  -1.550 (-0.586%)   , XIAOMI-W (01810.HK)  +0.250 (+0.470%)    Short selling $1.00B; Ratio 14.947%   , BYD COMPANY (01211.HK)  +0.800 (+0.693%)    Short selling $620.96M; Ratio 13.748%   , MEITUAN-W (03690.HK)  +0.600 (+0.493%)    Short selling $1.89B; Ratio 27.601%   , NTES-S (09999.HK)  -3.000 (-1.468%)    Short selling $191.14M; Ratio 18.969%   (NTES.US)      , MIDEA GROUP (00300.HK)  -0.250 (-0.328%)    Short selling $88.52M; Ratio 35.382%   , HENGRUI PHARMA (01276.HK)  -3.750 (-4.756%)   (600276.SH)  -1.590 (-2.528%)   and TRIP.COM-S (09961.HK)  -7.200 (-1.463%)    Short selling $187.92M; Ratio 17.169%   (TCOM.US)      .

Goldman Sachs upgraded its ratings for the insurance and materials sectors to Overweight, while downgrading its ratings for the banking and real estate sectors to Marketweight. The broker also raised its 12-month target for the MSCI China Index from 85 to 90.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-08-01 16:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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