中国银行业-中国市场反馈-年末或重回防御性板块轮动？-China Banks _China Marketing feedback—potential rotation back to..._

ab 4 November 2025 Global Research China Banks China Marketing feedback—potential rotation back to defensives towards year-end? Domestic investors' interest in China banks picked up slightly During our Shanghai and Beijing marketing in the past two weeks, we met with 32 institutions, of which over 90% were long-only investors. Compared with our earlier marketing in China, domestic investors' interest in China banks has picked up slightly, after the 10-15% correction in banks' share prices in Q3, but not to ...