Barclays(US:BCS) Shang Hai Zheng Quan Bao·2025-07-13 14:22Institutional Movements - Global capital is increasingly focusing on the Chinese market, with long-term funds accelerating their investments [1][6] - Recently, Deutsche Bank's pension fund allocated $50 million to Franklin Templeton Investments (Hong Kong) for Chinese equity assets [1] - Barclays Bank has been actively increasing its holdings in domestic ETFs, indicating a strong interest in Chinese assets [2] Foreign Capital Involvement - Foreign institutions are not only entrusting investments but also directly purchasing assets, as seen with Barclays Bank being the largest holder of several ETFs [2] - Barclays holds significant amounts in various ETFs, including $8.5 million in the Huatai-PineBridge Hang Seng Innovation ETF and $5 million in the Huatai-PineBridge Hang Seng Consumer ETF [2] Foreign Institutions Establishing Presence - Several foreign private equity firms have registered as private fund managers in China, reflecting a commitment to the market [3][4] - Hans (Shanghai) Private Fund Management Co., Ltd. and True Light Capital, a subsidiary of Temasek, are among the firms that have recently registered [3][4] Attraction of Chinese Assets - The increasing interest from foreign long-term funds and the establishment of private equity firms indicate a positive outlook on Chinese assets [6] - Industry experts suggest that investors are reallocating funds from markets like the U.S. to Asia and China, driven by China's technological advancements and market openness [6] - There is a notable valuation gap between U.S. and Chinese tech stocks, with the latter becoming more attractive for investment [6]