中国银行业-市场反馈：板块轮动是投资者关注的关键-China Banks-Marketing feedback sector rotation a key investor watch

ab 20 October 2025 First Read China Banks Marketing feedback: sector rotation a key investor watch Decent investor interest in China banks amid market consolidation Global Research During our Singapore and Kuala Lumpur marketing last week, we met with 25 institutions, of which the majority (c80%) were long-only funds. On positioning, while China banks remain a core holding for many LO investors, some trimmed positions amid the sector rally before July, and are considering whether now is a good time to buy g ...