X @外汇交易员

Capital Flow - In August, investors allocated nearly $44.8 billion to emerging market stocks and debt portfolios, marking the highest level in almost a year [1] - Net inflows into China's bond and stock markets exceeded $39 billion [1] - Bond markets outside of China attracted $1.32 billion in inflows [1] - Equity markets outside of China experienced outflows of $7.4 billion after three consecutive months of inflows [1] Market Analysis - IIF economists noted that inflows increased across all countries/regions compared to the previous month, with China playing a significant role in portfolio allocation [1] - Investor positions appear increasingly sensitive to overall risk and policy noise, particularly in economies affected by external shocks or election cycles [1]