Focus on technology and dividend assets, institutions are optimistic about the structural opportunities of A-shares in 2026.

Recently, several institutions have published their investment outlook for the A-share market in 2026. These institutions generally believe that in the medium to long term, the Chinese equity market has structural opportunities, with improvements in corporate profits, shifts in fund allocations, and optimization of policy systems being the main driving forces. In terms of specific investment directions, technology and dividend assets continue to receive significant attention. Amy Oldenburg, head of the Morgan Stanley Investment Management Emerging Markets Equities team, stated that from a global emerging market perspective, China is undoubtedly a crucial core market, with its weight in the MSCI Emerging Markets Index reaching as high as 30%.