看多中国资产成外资共识

Group 1 - Multiple international investment banks have upgraded China's asset rating from neutral to overweight, indicating a growing consensus among foreign institutions on the positive outlook for Chinese assets [1] - Foreign capital has shown stable allocation towards RMB assets, with foreign holdings of domestic RMB bonds exceeding $600 billion and a net increase of $10.1 billion in domestic stocks and funds in the first half of the year [1] - The technology and artificial intelligence sectors have become focal points for foreign investment, with significant increases in holdings by foreign public funds such as Lobo and Invesco [1] Group 2 - China's financial market has improved its connectivity and investment environment, making it easier for foreign capital to participate, with the bond and stock markets ranking second globally in market capitalization [2] - Recent policy initiatives, such as allowing foreign financial institutions to offer similar services as domestic ones in pilot free trade zones, are expected to provide broader market opportunities for foreign entities [2] - The A-share market's recovery, with significant increases in major indices, has attracted foreign investment, as current valuation levels are perceived to offer enhanced allocation value [2] Group 3 - The stability of the RMB and its independent performance in global markets have made RMB assets an important option for global investors seeking to diversify risks and enhance returns [3] - A recent survey indicated that 30% of central banks worldwide plan to increase their allocation to RMB assets, reflecting growing international interest [3]