Group 1 - The core index of the article highlights that the MSCI China A50 Connect Index rose approximately 0.65%, indicating a divergence in the performance of major A-share indices [1] - UBS's analysis shows that both northbound and southbound daily trading volumes in the Chinese stock market reached historical highs this month, with the former at 1.6 times the level of October 2024, reflecting active capital flow [1] - Retail investor funding remains subdued, with the financing balance accounting for only half of the peak level in 2015, and bank deposits exceeding the A-share market value by approximately 59 trillion yuan [1] Group 2 - UBS maintains an overweight view on MSCI China within the emerging markets framework, citing attractive valuations [1] - The A50 ETF (159601) closely tracks the MSCI China A50 Connect Index, providing a balanced exposure to core leading assets in the A-share market [1] - The MSCI China A50 Connect Index emphasizes liquidity and industry balance during its compilation, showcasing significant large-cap characteristics compared to other "beautiful 50" indices [1]
瑞银：维持对MSCI中国的超配观点，A50ETF（159601）逆势上行
Mei Ri Jing Ji Xin Wen·2025-09-23 06:29