In its latest report on Chinese stock markets, Goldman Sachs predicted that the country’s leading equity indices could rise by 30% by the end of 2027.
Goldman Sachs strategists, including Kinger Lau, noted that Chinese equities are transitioning from “hope to growth,” highlighting the emergence of a more stable upward trend in the market.
12% growth expected over three years The report emphasized that demand-side incentives, AI-driven profit growth, and increased domestic and foreign capital inflows are the key factors supporting this growth. Goldman Sachs expects corporate earnings to rise by 12% over the next three years.
The strategists also noted that a cyclical slowdown in the fourth quarter and renewed tariff risks could trigger profit-taking, but as long as these risks do not intensify, investments should be maintained and market corrections seen as buying opportunities.
