China Weekly Kickstart

The China Weekly Kickstart reports a market correction with offshore and A-share indices declining, amid policy focus on innovation and foreign investment.

Key Takeaways

• 1.Offshore markets corrected 6% while A-shares declined 1.5% this week.
• 2.Premier Li Qiang emphasized innovation-driven growth and pledged to expand market access for foreign investors at the 2026 Summer Davos Forum.
• 3.The Ministry of Commerce added 10 American firms to the export control list.

Table of Contents

• Performance
• Earnings and valuations
• Flows
• Key reports
• Policies and news
• Charts of the Week: Earnings Brochure
• Charts of the Week: Proprietary Models and Barometers
• Goldman Sachs' China strategy and economic view at a glance
• Macro indicators summary
• Performance snapshot: Global markets, commodities, FX and rates
• Weekly performance summary
• Weekly top and bottom performers in MSCI China
• Sector performance
• Relative performance of offshore China sectors
• Relative performance of onshore China sectors
• Earnings momentum and revisions
• China valuations
• Sector valuations
• Sector valuations and EPS growth of MSCI China and CSI300
• Regional valuations
• Stock Connect weekly flows
• Style investing monitor (China Offshore)
• Style investing monitor (China Onshore)
• China specific baskets performance
• A/H premium and A-shares liquidity
• Breakdown of the Chinese alphabet soup

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