Core Insights - China's capital market is becoming increasingly attractive to global investors due to its resilience amid economic fluctuations, valuation advantages, and industrial upgrades [1][2] - Foreign institutional investors are particularly interested in sectors aligned with China's economic transformation, such as high-end manufacturing, technology innovation, and consumption [2][3] Group 1: Market Trends - The 2025 Shanghai Stock Exchange International Investor Conference highlighted the growing interest of foreign investors in Chinese assets, with a focus on long-term growth potential and fundamental company performance [1] - International capital flows are being closely monitored, with foreign investors showing a positive attitude towards the Chinese market [1] Group 2: Investment Focus - Key investment themes identified include innovation, restructuring, and international expansion, with consumption upgrades being a significant outcome of these trends [2] - The emphasis on hard technology and the promotion of ETFs related to China's technological innovation are seen as ways to enhance interaction between domestic and foreign capital [2] Group 3: Long-term Investment Strategies - Temasek's investment strategy in China aligns with four long-term directions: digitalization, sustainable living, future consumption, and longevity, focusing on sectors like digital technology, renewable energy, and life sciences [2][3] - The belief in the growth potential of these sectors reflects the future development trajectory of the Chinese economy [3]