Global Funds Turn to China Stocks, Yuan in Big Bets for 2026
Market Intelligence Analysis
AI-PoweredGlobal investment firms are optimistic about China's stock market and yuan, citing favorable valuations, supportive policies, and a positive earnings outlook, leading to increased bets on the currency and stocks.
Market impact analysis based on bullish sentiment with 90% confidence.
Article Context
Global investment firms from Goldman Sachs Group Inc. to Bernstein Societe Generale Group have lifted their assessment of the world’s second-largest equities market, citing compelling valuations, supportive industry policies and a rosy earnings outlook. As Beijing allowed the yuan to breach the key 7-per-dollar level, market participants are also doubling down on the currency, with some predicting it to rise to as strong as 6.25 this year. Citigroup Inc., BNP Paribas Asset Management and Bank of America Corp. are among those favoring the yuan.
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