Group 1 - Foreign capital is increasing its allocation to the Chinese market, with both hedge funds and public funds showing positive signals of inflow [1][2] - According to Goldman Sachs, China has seen the highest net buying from hedge funds since August, with a significant turnaround in fund flows observed in the week of August 20 [2][3] - The EPFR data indicates that as of the end of July, China accounted for 6.6% of global actively managed public fund portfolios, which is below the historical average of 15% [2] Group 2 - The MCHI ETF, tracking the MSCI China Index, was the top performer in terms of net inflows among Asia-Pacific ETFs listed in the US, attracting $226 million [3][4] - Korean investors have been actively buying both A-shares and Hong Kong stocks, with notable purchases in companies like Xiaomi and Alibaba during the week of August 16 to August 22 [5][6] - The total trading volume of Chinese stocks by Korean investors reached $6.693 billion, making China the second-largest overseas market for them [6] Group 3 - Morgan Stanley's chief equity strategist for China suggests that the current bullish trend in A-shares is likely to continue, driven by changing macroeconomic perceptions and the implementation of policies aimed at reducing price pressures in certain industries [7]
海外对冲基金、公募基金最新数据:外资增配中国市场
Zhong Guo Ji Jin Bao·2025-08-24 14:07