Investors are warming up to Chinese stocks due to easing trade tensions and AI advancements.

From Yahoo Finance: 2025-06-20 12:30:00

Wall Street is starting to warm up to Chinese stocks again as trade tensions ease and AI technology advances. Goldman Sachs identifies 10 Chinese stocks it likes, including Tencent and Alibaba. Uncertain tariff policy in the US has left businesses scrambling and led to concerns about US Treasurys as a safe-haven asset.

Goldman Sachs raised its GDP growth estimates for China from 4% to 4.6% for 2025 after trade tensions eased. Nomura Capital upgraded Chinese stocks to a “tactical overweight” in early May. Morgan Stanley expects an increase in flows into Chinese equities due to low valuations and earnings growth outlook.

Goldman Sachs identifies 10 prominent Chinese stocks to watch, including Tencent, Alibaba, and BYD. These companies span industries from tech to pharmaceuticals. Some, like BYD, have generated sales comparable to Tesla and are expanding aggressively. The bank believes these companies have the potential to outperform industry peers in the US and Chinese stock markets.



Read more at Yahoo Finance: China was called ‘uninvestable’ not long ago. Why investors are changing their minds.