Dossier
Guosen Securities
Coverage of Guosen Securities in the Nexus archive.
- Why brokers believe China’s AI-driven stock run will find fresh legs
Chinese stocks may extend gains in the second half of 2023 due to resilient exports, recovering producer prices, and fading high oil price disruptions. Brokerages predict mainland-listed companies' full-year earnings growth could reach 10%, with households potentially investing 2 trillion yuan into equities.
- China index reshuffle to entrench tech trades and boost AI rally: brokerages
A semi-annual reshuffle of China’s yuan-denominated stock indices will increase the representation of technology companies, projected to drive $3.1 billion in inflows into tech hardware and semiconductor sectors, according to Goldman Sachs and domestic brokerages like Guosen Securities.