More on Goldman Sachs ramping up its 12-month targets for Chinese equity indexes ...Middle East

I posted yesterday on Goldman Sachs lifting their targets:

Adding a little more now:

GS estimate widespread AI adoption could boost Chinese earnings per share by 2.5% per year over the next decade

Improving growth prospects and perhaps a confidence boost could also raise the fair value of China stocks by 15-20%, and potentially usher in over US$200 billion of portfolio inflows

GS do express a note of caution:

"As promising as AI could be to China's growth trajectory, we believe forceful policy stimulus is still required to address deep-rooted macro challenges and drive sustainable equity gains."

That is, the analysts see a need for more fiscal stimulus given incoming tariff headwinds. GS says fiscal stimulus would help shift from external to domestic demand, is need as a deflationary spiral circuit breaker, and help address other imbalance in China's economy.

GS also note China AI risks from:

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