Citigroup has upgraded the stock market ratings for China and South Korea to "overweight," expecting the MSCI Asia (excluding Japan) index to return approximately 7% by mid-2026. A survey by Invesco shows that international investment institutions have regained interest in the Chinese market. CITIC Securities strategists believe that A-shares have reached a new level, with a revival in sector investments, and emerging sectors like "new intelligent medicine" will be key to this year's investments.
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Citigroup has upgraded the stock market ratings for China and South Korea to "overweight," expecting the MSCI Asia (excluding Japan) index to return approximately 7% by mid-2026. A survey by Invesco shows that international investment institutions have regained interest in the Chinese market. CITIC Securities strategists believe that A-shares have reached a new level, with a revival in sector investments, and emerging sectors like "new intelligent medicine" will be key to this year's investments.