外资怎么看海外中国资产，中概和港股的新增推荐

Summary of Conference Call Transcript Industry or Company Involved - The discussion primarily revolves around investment trends in China and other emerging markets, highlighting the role of passive funds and institutional investors. Core Points and Arguments - The predominant source of investment in China is identified as passive funds and institutional investors, rather than purely bullish entities [1] - There is a historical tendency to focus more on bullish investors due to the mixed nature of their involvement in the market [1] Other Important but Possibly Overlooked Content - The mention of India and other emerging markets indicates a broader context of investment strategies beyond just China, suggesting a comparative analysis of investment flows [1]