Group 1 - The attractiveness of Chinese assets is expected to increase further this year, making China an important incremental market for international capital diversification [1] - International investors have increased their holdings in Chinese stocks, reaching a new high since 2023, driven by optimism regarding China's economic transformation and growth potential [1] - Strong innovation capabilities, supportive policies, and ample liquidity are expected to support the Chinese stock market for another prosperous year [1] Group 2 - The Chinese stock market is becoming more attractive compared to global markets, with increased interest from foreign investors and continuous accumulation of domestic institutional funds [2] - Active macroeconomic policies in China are identified as the primary driving force behind the stock market [2]
瑞银:中国资产的吸引力今年有望进一步提升