Group 1 - The overall confidence of investors in Chinese investments is increasing, particularly among overseas investors who are gradually raising their allocation to non-US assets, including Chinese assets [1] - As of June, foreign investors' holdings in A-shares exceeded 3 trillion RMB, accounting for 7.4% of the total free float market capitalization of A-shares [1] - There is a notable increase in participation from overseas investors, particularly from the US and the Middle East, in the 22nd UBS Securities China A-Share Seminar compared to previous years [1] Group 2 - The current global interest rate cut expectations, combined with low domestic interest rates, have created a favorable liquidity environment for capital inflow into the Chinese stock market [2] - The continuous strengthening of economic policies and a clearer external environment are expected to support the upward trend of A-shares, with high-quality companies likely to achieve higher valuations [2] - Technological innovation remains a core competitive advantage for Chinese companies and will be a focal point for future investments in China [2]
瑞银：投资者对投资中国的信心不断增强 外资配置意愿逐步提高
Zhi Tong Cai Jing·2025-09-01 23:24