Chinese stocks are the new widowmaker

Friday 28 March 2025

Goldman says China is back.

1.China is back on the radar, at least in terms of investor interest;

2.We expect more fundamental upside for Chinese stocks after ~20% gains ytd, but reiterate our tactical view that the bull run may slow on event risks and profit-taking pressures;

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.