As you scroll through your feed for the next big market trend, you might be surprised by who’s getting a confidence boost: the Chinese mainland. Recently, global banks have turned more upbeat, citing stronger growth momentum, improving liquidity and accelerating innovation in the tech sector.
Goldman Sachs led the charge, upgrading its medium-term forecasts for the Chinese mainland’s GDP growth to 4.8% in 2026 (up from 4.3%) and 4.7% in 2027 (up from 4.0%). The bank points to robust exports—up more than 10% year-on-year in Q3 2025—and expects the next Five-Year Plan to champion advanced manufacturing hubs from Shenzhen to Chengdu.
JPMorgan isn’t far behind. Its strategists have lifted the rating on Chinese mainland A-shares to "overweight," arguing that the odds are now in favor of meaningful gains next year. Key drivers? Broader AI adoption across industries, steadier corporate earnings and policies aimed at supercharging domestic consumption.
Data tells the story: investment in AI and semiconductors on the Chinese mainland jumped 15% compared to last year, while new liquidity measures and consumption incentives are setting the stage for a bull run in tech stocks.
What does this mean for you—whether you’re a tech entrepreneur, an eco-activist or a digital nomad scouting your next location? Keep an eye on companies pioneering next-gen chip design, electric vehicles and cloud computing. With policy tailwinds and solid fundamentals, the Chinese mainland’s markets look primed for an exciting 2026.
Stay curious, stay informed and get ready to explore fresh opportunities on the world’s second-largest economy.
Reference(s):
Global banks raise China forecasts on growth, tech profits surge
cgtn.com
