Euro EM funds bullish on Chinese consumer stocks, GS report shows ...Middle East

Goldman Sachs have highlighted growing optimism among offshore investors regarding the sustainability of China's consumer recovery. Investors cite:

policy stimulichanges in consumption patterns

GS make particular note of European Emerging Markets (EM) funds becoming more optimistic about the Chinese market. GS says such funds are actively looking to increase their holdings in Chinese consumer stocks from currently low levels.

since January 2025, there has been a noticeable increase in long positionsvalue funds are mainly seeking underperformers and key beneficiaries of policy stimulimore active funds are seeking out new investment targets This article was written by Eamonn Sheridan at www.forexlive.com.

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