Market Trends - Indonesia's government bond market is nearing a wipeout of inflows this year due to a global fund exodus [1]

Market Sentiment - Global funds are returning to Indonesian stocks, indicating improved sentiment towards Indonesia's macro outlook [1] - The improved sentiment is specifically for Southeast Asia's largest economy [1]

彭博：全球基金回归，中国市场摆脱“不可投资”标签摩根士丹利表示，截至8月底，外国多头基金（对中国）流入量达到10亿美元，与去年170亿美元的流出量形成鲜明对比。不过尽管中国市场有所改善，但全球基金的中国持仓仍低于1.3个百分点，而亚洲（日本除外）基金经理的持仓则已增持。摩根士丹利首席中国股票策略师王滢表示，在美国路演中遇到所的客户，有超过90%表示“明确愿意”增加在中国的敞口，客户兴趣水平为自2021年初以来最高。 ...

Core Insights - The focus is on income-producing asset classes such as REITs, ETFs, Preferreds, and 'Dividend Champions' that target premium dividend yields up to 10% [1] - iREIT®+HOYA Capital is highlighted as a premier income-focused investing service, emphasizing sustainable portfolio income, diversification, and inflation hedging [2] - There is a growing interest in international stocks as they have performed well compared to U.S. stocks, leading investors to explore global funds while maintaining exposure to domestic markets [3]