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Monday, January 26th, 2026
Market Updates

China Market Outlook 2026: Top Growth Stocks, Fiscal Stimulus, and Key Investment Insights | Pop Mart, Midea, CITIC, Sands China

Posted on December 16, 2025 at 8:56 am (GMT+8)

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Broker Name: Maybank

Date of Report: 12 December 2025

Excerpt from Maybank report

    Report Summary

  • China is focusing on fiscal stimulus to support economic growth in 2026, with export-driven trade surpluses and a capped fiscal deficit, while Hong Kong equities remain rangebound.
  • Maybank’s top stock picks include CITIC Securities (benefiting from regulatory tailwinds), Pop Mart (riding the collectibles and IP boom), Midea Group (growing through robotics and industrial automation), and Sands China (well-positioned for Macau’s premium mass recovery).

Above is an excerpt from a report by Maybank. Clients of Maybank can be the first to access the full report from the Maybank website: https://www.maybank.com

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