Goldman Sachs maintains a high-conviction recommendation for Chinese stocks (A-shares and Hong Kong stocks) and believes that in the short term, the Sharpe ratio from A-shares will be higher.

2026-03-29 13:40:36

Goldman Sachs’ Chief China Equity Strategist Liu Jinjun stated on March 24 that international investors’ interest in Chinese stocks may have risen to a near-high in recent years, with only about 10% of surveyed clients considering the Chinese stock market “uninvestable,” a significant improvement from around 40% two years ago. Amid rising geopolitical tensions in the Middle East and soaring energy prices, Liu Jinjun indicated that Goldman Sachs maintains its overweight recommendation on Chinese stocks (A-shares and Hong Kong stocks) and believes the Sharpe ratio from A-shares is higher in the short term. (Securities Times)

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