Seven trillion and one reasons China stocks will keep rallying

TOKYO — As Donald Trump makes the “sell America” trade great again, China’s stock market is gearing up for a better year than his White House would likely want.

Goldman Sachs, for one, thinks the MSCI China Index will rise 20% this year, following a 28% rally in 2025. 

“Our expected equity gains in 2026 are almost entirely earnings-driven,” says Kinger Lau, a strategist at the US investment bank. Profit growth will be “supported by AI, ‘Going Global,’ and ‘anti-involution’ policy.”