International investment institutions are optimistic about the "highlight" of the Chinese stock market

With the increasing concerns about the decline in the US economy, the US investment bank is optimistic about the Chinese stock market. Bloomberg reported on July 2 that Goldman Sachs Group said that as people's concerns about global decline, the stock market in other parts of the world has fallen sharply, the Chinese stock market will become a "highlight."

Goldman Sachs Group strategist Caesar Masri and Jolyna Zhong said in a report released on July 1 that this situation will bring a lot of opportunities to the MSCI China index. As China has gradually improved the macroeconomic indicators, The index will also be boosted. They expect that the Chinese stock market will continue to be driven by domestic economic activities.

Goldman Sachs also pointed out in the report that the impact of the future epidemic will gradually fade, and China's next quarter economic growth momentum will begin to stabilize. Goldman Sachs stated in early June that the MSCI China Index will have 20%of room for the next 12 months.

"There are many signs that investors are keen to bet on the Chinese stock market in the next few quarters." The Wall Street Journal reported on July 1 that the performance of the Chinese stock market in the second quarter of 2022 can be described as "a single show. "The Shanghai Composite Index rose 4.5%from the level of March 31. In contrast, the benchmark indexes in South Korea and Taiwan's Taiwan stock market fell 15%and 16%respectively, while Japan's Japanese Japanese index fell 3.7%.

"Wall Street Journal" also quoted the analysis of Vitamin and systemic strategy director of the Asia -Pacific region of Credit, Veor Stephens, saying that the more turbulent background of the US market will highlight the diversified advantage of holding Chinese A shares. A substantial increase. In June 2022, it was one of the most powerful months for international investors to buy A shares since it was recorded. The funds of the A -share market in the month have exceeded $ 11.2 billion. According to the Hong Kong Exchange, the inflow amount in May was 2.5 billion US dollars, and April was $ 900 million.

Kondo Kondo, director of the diversified investment in Asia, said that China is trying to avoid going to the old road of smashing money from the real estate industry. The Chinese economy is entering the recovery cycle under policy support. Pay attention to China's growth stocks. These stocks may benefit from government stimulus measures. ▲ (Wang Huicong)