沪指七连阳 外资看好新兴市场投资机遇

Group 1 - The A-share market continues to rise, with the Shanghai Composite Index recording a seven-day increase, supported by sectors such as commercial aerospace, large aircraft, satellite navigation, and satellite internet [1][2] - The MSCI Emerging Markets Index has shown a cumulative increase of nearly 30% this year, outperforming major US stock indices, indicating a favorable environment for emerging market assets [1][2] - The commercial aerospace sector has seen significant stock price increases, with companies like Superjet Co. and Guanglian Aviation reaching the 20% limit up, reflecting strong market interest and policy support [2] Group 2 - Emerging market fixed income assets have also performed well, with the issuance of hard currency bonds by emerging market governments growing from approximately $700 billion to $1.4 trillion over the past decade [3] - UBS forecasts that with the Federal Reserve's interest rate cuts and a weaker dollar, emerging market assets will present a favorable allocation opportunity [3] - Morgan Stanley's chief equity strategist for China anticipates continued net inflows into the Chinese stock market, highlighting significant opportunities in high-quality companies and sectors aligned with China's 14th Five-Year Plan [4]