Goldman Sachs: Investment Opportunities Still Exist in the Chinese Market

Goldman Sachs strategists argue that despite U.S. tariffs and expectations of slower economic growth in China, the Chinese market still presents investment opportunities. Strategists see several beneficiaries of China's policy support. According to Goldman Sachs strategists led by Timothy Moe, these include sectors and firms benefiting from government-supported revenues such as alcoholic beverages and healthcare equipment. Additionally, potential beneficiaries are exporters who generate a significant portion of their revenues from emerging markets and could benefit from a weakening CNY. There are also SMEs in the materials and technology sectors, including hardware/semiconductors, that could take advantage of China's national security and high-quality growth objectives.