Group 1 - Foreign investment in Chinese assets is increasing, with major international banks like Goldman Sachs and HSBC recommending an "overweight" position in A-shares [1][2] - HSBC's recent survey indicates that over half of institutional investors are optimistic about the A-share market, a significant increase from about one-third in June [2] - Goldman Sachs raised its 12-month target for the MSCI Emerging Markets Index from 1370 to 1480 points, suggesting a potential upside of approximately 10% [2] Group 2 - The overall confidence of investors in Chinese investments has been steadily increasing this year, driven by a global trend towards diversified asset allocation [3] - Multiple factors, including policy support and positive economic fundamentals, are boosting investment confidence in the Chinese stock market [5] - China's economic fundamentals remain solid, with rapid advancements in industries such as renewable energy, artificial intelligence, and biomedicine injecting new momentum into economic growth [5] Group 3 - KPMG highlights China's vast market potential and its critical role in the global supply chain as key attractions for foreign investment [6] - Recent liquidity in the A-share market has been supported by domestic institutions and has attracted participation from emerging market and Asia-Pacific mutual funds [6] - Investor sentiment towards the A-share market has significantly improved, with expectations of further valuation adjustments in innovative sectors as household savings flow into the market [6] Group 4 - The ongoing increase in foreign investment in Chinese assets is supported by the continuous release of policy dividends [7] - The China Securities Regulatory Commission (CSRC) plans to accelerate the implementation of key measures for capital market opening by 2025, including optimizing the QFII system [7] - Analysts expect that the new round of capital market reforms and opening-up will enhance cross-border investment convenience, attracting more global capital to China [7]
看好A股！外资巨头集体发声 多因素提振投资信心
Zhong Guo Zheng Quan Bao·2025-10-01 04:43