外汇局：2025年上半年外资净增持境内股票基金101亿美元，扭转两年净减持局面

Group 1 - The core point of the article highlights a significant shift in foreign investment in China's domestic stocks and funds, with a net increase of $10.1 billion expected in the first half of 2025, reversing a trend of net reductions over the past two years [1] - In May and June, the net increase in foreign investment reached $18.8 billion, indicating a stronger global capital allocation interest in China's stock market [1] - The total foreign holdings of domestic RMB bonds have surpassed $600 billion, reflecting a historical high level of investment [3] Group 2 - The robust economic fundamentals in China are creating a stable macro environment for foreign investment, with domestic demand policies showing positive effects and economic stability expected to strengthen further [4] - Several international investment banks have upgraded their ratings on Chinese assets from neutral to overweight, reflecting positive market expectations for China's economic outlook [4] - China's commitment to high-level opening-up and the continuous improvement of financial market connectivity are enhancing the investment environment for foreign capital [4] Group 3 - The demand for global asset diversification is providing favorable opportunities for foreign investment in China, as investors seek to diversify and mitigate risks amid increasing volatility in international financial markets [5] - The stability of the RMB and its independent performance in global markets make RMB assets an important option for risk diversification and yield enhancement [5] - A survey of 75 central banks revealed that 30% plan to increase their allocation to RMB assets, indicating a rising status of RMB assets in global reserve configurations [5]