Core Viewpoint - Several public fund institutions have resumed normal subscription operations for QDII products and increased the upper limit for large subscriptions, supported by a total investment quota of $30.8 billion issued by the State Administration of Foreign Exchange [1][3]. Group 1: QDII Product Resumption - Multiple QDII products have resumed normal subscription operations, with significant adjustments to large subscription limits. For instance, Hua Bao's Nasdaq Select Stock Fund raised its limit from 5,000 yuan to 20,000 yuan, while other funds also saw similar increases [2]. - Hua An Fund and Huitianfu Fund have also announced the resumption of subscription services for their respective QDII products, indicating a broader trend among public funds to enhance investment accessibility [2]. Group 2: New Investment Quotas - The State Administration of Foreign Exchange has granted a total of $30.8 billion in new investment quotas to several qualified QDII institutions, with notable approvals for Hua An Fund, Southern Fund, and Huaxia Fund among others [3][4]. - As of the end of June, the total approved quota for securities institutions reached $942.90 billion, reflecting an increase of over $20 billion from the end of May [3]. Group 3: Market Implications - The increase in QDII quotas is expected to meet investors' demand for diversified overseas asset allocation, facilitating cross-border investments and enhancing the integration of domestic capital markets with international markets [4]. - The trend of overseas diversification is becoming increasingly popular among investors, especially during periods of domestic market volatility, as it provides alternative sources of returns [5]. Group 4: Investment Opportunities - The chief investment officer of Hua Bao Fund noted that the first half of 2025 experienced a global asset rebalancing, with non-US equity funds seeing net inflows, suggesting a favorable environment for risk assets [6]. - Investment opportunities in the Hong Kong market are highlighted, with expectations of continued attractiveness due to the internationalization of the renminbi and the influx of capital [6].