Core Viewpoint - Multiple foreign financial institutions have released annual strategy reports analyzing China's economic trends for 2026, emphasizing that China's focus on high-quality development and high-level opening-up will drive sustained and stable economic growth Group 1: Economic Growth Predictions - Goldman Sachs has raised its forecasts for China's export growth and GDP growth by analyzing the "14th Five-Year Plan" and assessing the economic outlook, highlighting that high-tech manufacturing will be a key growth engine for exports in the coming years [4] - Foreign financial institutions collectively view the expansion of domestic demand as a crucial pathway for global growth recovery, with China emphasizing the construction of a strong domestic market and increased consumption to enhance economic resilience [6] Group 2: Capital Market Outlook - Foreign financial institutions, including UBS and Morgan Stanley, have raised their target index levels for the Chinese market, indicating a positive outlook for China's capital markets [8] - Franklin Templeton's Asia-Pacific CEO noted that China's long-term strategies in AI, robotics, and electric vehicles present significant investment opportunities, expressing a desire to participate in these sectors [10] Group 3: Regulatory and Market Reforms - Manulife Investment Management's global CIO highlighted several reforms introduced by the Chinese government regarding mergers and acquisitions, capital market openness, and simplifying business processes in China, which have boosted confidence among overseas investors and indicate substantial investment potential in China [13]
利好政策强底气！海外投资者进入中国市场信心增强 投资中国空间巨大
Yang Shi Wang·2025-11-27 06:23