Hang Seng

Could the tides be changing?

If you think investing is simply buying the S&P 500 every month, think again. While this held in the last 40 years, there's no guarantee of the future.

(sgbudgetbabe.com)

Global Stocks Are Projected to Return 11% in the Next 12 Months | Goldman Sachs

Global equities are expected to keep climbing in 2026 but not as strongly as last year, with diversification across styles, sectors, and regions potentially giving a boost to investors.

(goldmansachs.com)

Goldman Forecasts 20% Gains for China Stocks in 2026

The MSCI China Index is forecast to climb 20% to 100 by end-2026 from its 2025 close, while the CSI 300 Index is seen rising 12% to 5,200, strategists including Kinger Lau wrote in a note Wednesday. “Our expected equity gains in 2026 are almost entirely earnings-driven,” they said. Profit growth will be “supported by AI, ‘Going Global,’ and anti-involution policy.”

(finance.yahoo.com)
Hong Kong Stocks Rise as Tech Shares Recover and Policy Support Remains in Focus

Hong Kong equities moved higher today as investors returned to Chinese technology shares and assessed fresh signals on economic support from Beijing. The Hang Seng Index advanced in today’s session, with gains led by large-cap internet and consumer names after recent weakness tied to profit-taking and macro concerns.

Technology stocks provided the main lift. Reuters reported that buying interest returned to major Chinese platform companies amid expectations of steadier earnings momentum and selective policy support for the private sector. This helped offset lingering worries over China’s property sector and uneven domestic demand.

Market sentiment was also influenced by broader regional dynamics. Bloomberg noted that improved risk appetite across Asian markets and a calmer currency environment supported Hong Kong trading, even as investors remained cautious about the pace of China’s economic recovery. Traders continue to look for clearer fiscal or monetary signals that could sustain momentum in mainland-linked equities.

Despite today’s gains, analysts remain cautious. Reuters highlighted that Hong Kong stocks are still sensitive to headlines on China’s growth outlook, U.S.–China relations, and global interest-rate expectations, factors that have driven sharp swings in recent months.

Will I start buying China stocks again? Have China stocks bottomed? | Financial Horse

Will i start buying China stocks ....

(financialhorse.com)
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