Group 1 - Foreign investment attitudes towards Chinese assets are changing, with active foreign capital starting to flow into A-shares for the first time since October of the previous year [2][4][5] - In the first half of the year, foreign capital net increased holdings in domestic stocks and funds by $10.1 billion, reversing a two-year trend of net reductions [2][6] - The Shanghai Composite Index has risen by 15.11% year-to-date, with significant gains in various indices, indicating a strong performance of A-shares [4][5] Group 2 - Active foreign capital inflow into A-shares reached $9.145 million in the week of August 25-29, marking a significant reversal from previous outflows [4][5] - Passive foreign capital inflow into A-shares has also increased, with $15 billion flowing in during the week of August 21-27, compared to $5.5 billion the previous week [5][6] - The trend of foreign investment is expected to continue, driven by the depreciation of the US dollar and the appreciation potential of the RMB [7][10] Group 3 - Foreign investors are showing a preference for specific Chinese stocks, with Xiaomi, Tencent, and BYD being among the top choices [9][10] - The top ten A-shares held by foreign investors include leading companies such as CATL and Kweichow Moutai, with significant market values exceeding 100 billion yuan [10][11] - The focus of foreign investment is on sectors with global competitiveness, such as innovative pharmaceuticals and renewable energy [10][11]
外资加仓中国资产