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<Research>JPM Favors Materials/ Broker/ Insurance/ Consumer Staples/ Robotics Sectors; Yr-end MSCI China Index Target at 100
Recommend 70 Positive 139 Negative 78 |
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According to JPMorgan's research report, the broker upgraded the rating of Chinese stocks to Overweight in its Asia market allocation at the end of November 2025. At that time, it believed that multiple positive factors had ended the four-year downward cycle, and the underperformance relative to regional stock markets in 2H25 also created a more attractive entry point. With the improvement in fundamentals this year, JPMorgan estimates investors' approach to Chinese stocks to shift from opportunistic trading themes or sector rotations to long-term appreciation allocations. Its current baseline forecast for the year-end MSCI China Index and CSI 300 Index targets are 100 and 5,200, respectively, with the most bullish targets at 120 and 6,200. JPMorgan is more optimistic about leading internet platforms benefiting from AI proliferation, commodity materials stocks, broker stocks, income-providing insurance stocks, consumer staples stocks, and sectors like robotics, semiconductors, and biotechnology. JPMorgan has listed its Chinese stock investment strategy, with all stocks rated as Overweight: TENCENT (00700.HK) BABA-W (09988.HK) Moutai (600519.SH) CATL (300750.SZ) CHINA LIFE (02628.HK) Zijin Mining (601899.SH) NTES-S (09999.HK) CMOC (603993.SH) NAURA (002371.SZ) BIDU-SW (09888.HK) POP MART (09992.HK) MINIMAX-WP (00100.HK) Weichai (000338.SZ) AMEC (688012.SH) FUTU (FUTU.US) INNOVENT BIO (01801.HK) AAStocks Financial News |
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