Goldman Sachs Group Inc. CEO David Solomon said global investors are gradually returning to Chinese equities following years of steep market losses, and he expects the recovery to extend into 2026, reports Caixin. Speaking Tuesday at the Global Financial Leaders’ Investment Summit hosted by the Hong Kong Monetary Authority, Solomon said China’s stock market had regained about half the roughly $6 trillion in value lost between 2020 and 2022. He added that investor sentiment toward Chinese assets has normalized over the past year, signaling renewed confidence.
Solomon attributed the rebound partly to the so-called “DeepSeek moment” and to a broader stabilization in US-China relations. As global equity valuations rise, he said, many Chinese stocks now “look very, very attractive,” he said.
“China is one of the largest and most important economies in the world,” Solomon said. “Global capital allocators will continue to be interested in China in almost any environment.”