全球前40大投资机构的中国股票持仓创两年多新高

Core Insights - UBS Investment Bank reports that foreign institutional investors have increased their holdings in Chinese stocks in Q3, with the holdings of the top 40 global investment institutions rising to 1.1%, the highest level since Q1 2023 [1] - There is a noticeable interest from foreign institutional executives in investing in China, as highlighted during the Shanghai Stock Exchange International Investors Conference [1] Group 1: Institutional Investment - Morgan Asset Management's Global Chairman, Brian McCauley, emphasizes that China is a key strategic focus for JPMorgan, managing over 260 billion RMB in assets through its wholly-owned public fund company [1] - Some global investors are questioning whether they have missed the opportunity to invest in China, with McCauley asserting that the question is misplaced, as China's narrative is a long-term story [1] Group 2: Economic Outlook - Foreign institutional executives express confidence in China's ability to achieve its "14th Five-Year Plan" goals, which is expected to enhance corporate profitability and yield good returns on stock investments [1] - Manulife Investment Management's Global Chief Investment Officer, Paul Kwan, notes that the focus on high-quality development and sustainable growth in the "14th Five-Year Plan" will instill confidence in many overseas investment experts entering the Chinese market [1]