Analysts from the renowned American bank Goldman Sachs presented their forecasts regarding the performance of Chinese stocks in 2025 during an interview with Bloomberg Television. The economists explained that Chinese stocks may face a limited decline in price next year.
In this regard, the experts supported their expectations about the performance of Chinese stocks with the following points:
Markets have taken into account the risks of trade tensions and their impact on Chinese stocks. The economic stimulus measures are limiting any further sell-offs. Market participants expect additional measures to boost consumption. Chinese companies are likely to improve their underlying structure. Accordingly, Goldman Sachs expects that earnings for the Chinese stock index MSCI will grow by about 7% over the coming year, and by approximately 10% for 2026.
As for the proposed tariffs, Goldman Sachs ruled out the possibility of a 60% increase in U.S. tariffs on Chinese goods. However, if this were to happen, the valuations of Chinese stocks could decline by 10% from current levels.
