渣打：中国和印度是今年亚洲股票盈利增长“双引擎”

Group 1 - Standard Chartered Bank's report indicates that China and India are expected to be the "twin engines" of profit growth for Asian stocks in 2026, leading global regions in earnings growth [1] - Indian stocks have been upgraded to overweight due to strong corporate earnings, robust growth, and improved valuations, while Chinese stocks are anticipated to benefit from enhanced corporate governance and policy support for technology and innovation [1] - The report suggests that China may implement more decisive and targeted stimulus measures in 2026 to accelerate investment in advanced technologies, which will bolster productivity [1] Group 2 - The Chief Investment Strategist of Standard Chartered Bank, Wang Xinjie, noted that many foreign asset management companies consider Chinese stocks as a "standard allocation," with expectations of increased capital inflow into the Chinese stock market this year [1] - In addition to Asia, the report expresses optimism for U.S. stocks, citing strong corporate earnings growth and the Federal Reserve's easing monetary policy as factors supporting expectations of a soft landing for the U.S. economy [1] - Standard Chartered recommends overweight positions in U.S., Indian, and Chinese stocks, as well as emerging market bonds and gold, while suggesting underweight positions in European and Japanese stocks [1]