Zacks Equity Research analysts highlight China’s economic turnaround in 2026, focusing on stocks like Tencent Holdings, Bilibili, and Baidu. China’s policy changes, including a 4% budget deficit target, signal a shift towards domestic demand as a priority. Financial institutions like Goldman Sachs and the IMF expect significant GDP growth, boosting confidence in China’s recovery plans.

China’s tech sectors, including e-commerce giants like Alibaba and JD.com, are thriving, with the market projected to reach $5.68 trillion by 2035. China’s manufacturing sector is also making strides in semiconductors and electric vehicles, with record EV sales in November 2025. Beijing’s investments in green energy and advanced technologies are enhancing China’s global tech competitiveness.

Recent economic indicators show improvement, with manufacturing activity hitting a five-month high and consumer prices rising. U.S.-listed Chinese stocks like Tencent, Baidu, and Bilibili are well-positioned for the rebound, offering potential entry opportunities for investors. Tencent’s strong gaming sales, Bilibili’s profitability turnaround, and Baidu’s AI leadership make them key players in China’s recovery.

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Read more at Nasdaq: The Zacks Analyst Blog Tencent, Bilibili, Baidu, Alibaba and JD.com