Group 1 - The core viewpoint of the articles indicates that foreign capital is increasingly investing in China's A-share market, reversing a two-year trend of net selling, with a net increase of $10.1 billion in domestic stocks and funds in the first half of 2025 [1][2] - The stable macroeconomic environment in China, supported by effective domestic demand policies, is enhancing foreign investment confidence [1][2] - The trend of foreign capital inflow is part of a global capital "rebalancing" process, with investors shifting focus from US stocks, particularly large tech stocks, to more attractive valuations in Asian markets [2][3] Group 2 - As of the end of Q1 2025, foreign ownership of A-shares reached 2.97 trillion yuan, accounting for 3.4% of the total A-share market capitalization [3] - The MSCI China Index has a weight of approximately 17% for A-shares, indicating potential for increased foreign investment [3] - The inflow of foreign capital is also reflected in the performance of Chinese concept stock ETFs, with significant net inflows observed in the first half of 2025 [3]
外资加仓中国 全球资本“再平衡”加速
Zhong Guo Zheng Quan Bao·2025-07-23 21:00