Market Chatter: Goldman Sachs, Morgan Stanley See Weaker Yuan in End-2025

MT Newswires Live11-19

Goldman Sachs and Morgan Stanley expect the yuan to weaken at the end of 2025, Reuters reported Monday.

Goldman Sachs analysts forecast the yuan to trade at 7.5 yuan per US dollar and Morgan Stanley analysts see the yuan trading at 7.6 yuan per dollar at the end of next year, according to the report. These compare with 7.2371 yuan per dollar on Nov. 18.

Goldman Sachs also expects weakness in Hong Kong companies and downgraded the stocks to "underweight" from "market weight," Reuters wrote.

Goldman Sachs said the property and retail sectors remain under pressure and Hong Kong may not benefit as much from policy support in China, according to the report.

Meanwhile, Morgan Stanley downgraded China's stocks to slight "underweight" from "equal weight" in emerging markets, due to the market impact of the Republican sweep of the US Congress, Reuters wrote.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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