Group 1 - Global capital is shifting towards non-US assets, particularly in Asia, as the Federal Reserve enters a rate-cutting phase, reducing the attractiveness of dollar-denominated assets [1][3] - Asian technology stocks are becoming a focal point for global capital diversification, with significant investor confidence in the region as a growth engine, especially in the context of the AI supply chain [3][6] - Emerging markets, including Asia, are expected to outperform developed markets in 2026, driven by favorable capital market reforms and increased market risk appetite [2][3] Group 2 - Foreign investment in Chinese assets is transitioning from a cautious approach to a more proactive strategy, with an increasing interest in "long only" investment strategies [4][5] - The number of mainland private equity firms holding Hong Kong licenses has reached 133, indicating a growing trend of private equity firms seeking to connect with overseas capital [5] - Foreign institutions are particularly interested in China's technology sector, viewing undervalued Chinese tech stocks as attractive investment opportunities compared to their US counterparts [6][7]
全球资本“迁徙”进行时
Jing Ji Wang·2026-01-20 06:17