Special Topic: 2026 Investment Strategy | Top Fund Companies and Fund Managers Outlook on Investment Opportunities in the Year of the Horse.
Institutions including Goldman Sachs, UBS, and J.P. Morgan predict that Chinese assets in 2026 have a foundation for sustained rebound, supported by earnings growth, accelerated innovation, and attractive valuations. Looking ahead to 2026, there is a broad consensus among institutions that the stock market still possesses upside potential, primarily driven by the AI super-cycle, while trends in interest rates, exchange rates, credit, and commodities are expected to show stronger divergent characteristics. Goldman Sachs forecasts that the average price increase for global stocks in 2026 will be approximately 13%, and when dividends are included, the total return approaches 15%, driven mainly by corporate earnings rather than valuation expansion. J.P. Morgan Asset Management's "2026 Global Market Outlook" points out that the global economy in 2026 is projected to exhibit a growth pattern of "stronger first, weaker later." Economic growth across different global regions is expected to show increased geographical dispersion, and this divergence may intensify further, potentially posing significant challenges for single-asset investments. The report emphasizes disciplined allocation within this economic cycle, focusing on structural opportunities and risk management in the Asia-Pacific region. (Disclaimer: The article content is for reference only and does not constitute investment advice. Investors who act on it do so at their own risk.)
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