China Consumption Stocks Expected to Recover in 2026 -- Market Talk

Dow Jones01-12

0841 GMT - Chinese A-share consumption stocks could recover in 2026 as investors seek opportunities beyond AI-related names, HSBC analysts say in a note. They expect China's consumer growth to receive greater government support this year as policy discussions on boosting consumption translate into concrete measures, with focus likely expanding from goods purchases to services sectors to enable a more sustainable recovery. Liquidity should remain ample if market confidence holds, with a portion of China's roughly $23 trillion in household deposits potentially flowing into the A-share market, they add. HSBC says further economic rebalancing will be needed to sustain a market rally, which could extend to consumer-driven stocks from the tech sector, and to the domestic value chain from the overseas one. (jason.chau@wsj.com)

(END) Dow Jones Newswires

January 12, 2026 03:41 ET (08:41 GMT)

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They expect China's consumer growth to receive greater government support this year as policy discussions on boosting consumption translate into concrete measures, with focus likely expanding from goods purchases to services sectors to enable a more sustainable recovery. <a href=\"https://laohu8.com/S/LQDT\">Liquidity</a> should remain ample if market confidence holds, with a portion of China's roughly $23 trillion in household deposits potentially flowing into the A-share market, they add. HSBC says further economic rebalancing will be needed to sustain a market rally, which could extend to consumer-driven stocks from the tech sector, and to the domestic value chain from the overseas one. 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They expect China's consumer growth to receive greater government support this year as policy discussions on boosting consumption translate into concrete measures, with focus likely expanding from goods purchases to services sectors to enable a more sustainable recovery. <a href=\"https://laohu8.com/S/LQDT\">Liquidity</a> should remain ample if market confidence holds, with a portion of China's roughly $23 trillion in household deposits potentially flowing into the A-share market, they add. HSBC says further economic rebalancing will be needed to sustain a market rally, which could extend to consumer-driven stocks from the tech sector, and to the domestic value chain from the overseas one. 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