中国经济预期向好 外资投资意愿加强

Group 1 - More than 10 foreign financial institutions and international investment banks have raised their economic growth forecasts for China following the release of Q2 economic data [1] - Goldman Sachs maintains an overweight rating on the Chinese market, predicting an 11% potential upside for the MSCI China Index over the next 12 months [1] - Global sovereign wealth funds show a significant increase in investment willingness towards China, with 59% of surveyed funds prioritizing China as a key market [1] Group 2 - Honeywell's China president highlighted the continuous optimization of China's business environment, emphasizing government support for enterprise development [2] - The CEO of Thailand's Tsingtao Group noted that China's policy certainty is a driving force for foreign investment, contrasting it with the uncertainties faced in Europe and the U.S. [3] - As of July 15, South Korean investors have accumulated over $5.4 billion in trading volume in the Chinese stock market, making it their second-largest overseas investment destination [3] Group 3 - Bridgewater's onshore China fund recorded a 5.8% return in Q2, with a total return of 13.6% for the first half of the year, leading to an increase in their allocation to Chinese stocks [4]