Major global banks — including Goldman Sachs, Morgan Stanley, and JPMorgan — have all turned bullish on Chinese assets, projecting a multi-year “slow bull market” with roughly 30% upside potential in key indices by 2027. Foreign inflows exceeding $200 billion are expected as valuations remain deeply discounted, AI investment accelerates, and China’s new Five-Year Plan supports structural growth. Institutions are particularly overweight in technology, high-dividend, and internet sectors, with Alibaba (BABA) emerging as a top conviction pick.
$Alibaba(BABA)$ offers asymmetric upside: its valuation sits near historic lows, earnings momentum is recovering, and policy tailwinds favor digital and AI-driven platforms.
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