Today, global investment bank Goldman Sachs released its November strategy report for the Asia-Pacific region, highlighting upward revisions to GDP growth forecasts for China and India driven by manufacturing expansion and export growth. This month, the firm expresses greater optimism toward four key sectors: technology, materials, insurance, and industrials, while downgrading its outlook for industries such as energy.
Goldman Sachs unveiled its latest buy-rated stock list (Hong Kong-listed only), which includes: - AIA (01299.HK) - Xiaomi-W (01810.HK) - Hong Kong Exchanges & Clearing (00388.HK) - Ping An Insurance (02318.HK) - Zijin Mining (02899.HK) - Techtronic Industries (00669.HK) - PICC Property & Casualty (02328.HK) - China Pacific Insurance (02601.HK) - Lenovo Group (00992.HK) - CMOC Group (03993.HK) - Hua Hong Semiconductor (01347.HK) - Zhaojin Mining (01818.HK) - Chalco (02600.HK) - Weichai Power (02338.HK) - China International Capital Corp (03908.HK) - Jiangxi Copper (00358.HK) - AAC Technologies (02018.HK) - Anhui Conch Cement (00914.HK) - BYD Electronic (00285.HK) - MMG (01208.HK) - CRRC (01766.HK) - JD Logistics (02618.HK) - Swire Pacific A (00019.HK) - China National Building Materials (03323.HK) - CRRC Times Electric (03898.HK) - Haitian International (01882.HK).