Group 1 - The core viewpoint is that the net inflow of active foreign capital indicates a growing confidence in investment opportunities within the A-share market [1] - From August 14 to August 20, active foreign capital saw a net inflow of 1.4 billion yuan, marking the first net inflow since mid-October 2024 [1] - The Shanghai Composite Index has increased by 15.87% this year, outperforming major global indices such as Nasdaq and S&P 500 [1] Group 2 - The demand for global asset diversification is creating favorable conditions for foreign investment in China, with 30% of surveyed central banks indicating plans to increase their allocation to RMB assets [1] - In the first half of the year, foreign investment in domestic stocks and funds increased by 10.1 billion USD, reversing a two-year trend of net reductions [2] - The net increase in foreign holdings reached 18.8 billion USD in May and June, reflecting a stronger willingness to allocate capital to China's domestic stock market [2]
时报观察丨主动外资转向净流入 人民币资产吸引力提升
Zheng Quan Shi Bao·2025-08-27 00:25