French asset manager Amundi has largely cashed out of China’s September equity rally, reallocating more of its holdings to dividend stocks amid lingering doubts about the country’s economic outlook. The European firm, which manages €2.3 trillion (US$2.7 trillion) in assets, had trimmed positions in “overvalued” Chinese stocks while selectively increasing exposure to onshore shares over…
US investors are showing the highest level of interest in Chinese stocks in five years, and their return to China’s market is just “starting” despite some lingering reasons for caution, according to Morgan Stanley. More than 90 per cent of investors had “explicit willingness to increase their exposure to China’s market, the highest level since…
In the second instalment of the two-part series on the outlook for the Hong Kong and mainland Chinese stock markets, Zhang Shidong and Yulu Ao look at the catalysts that could underpin the rally. Read part one here. When Chinese stocks hit a 10-year high this week, Jian Shi Cortesi saw it as a sign…
Since buying stock in China’s robotics firms over the last year – companies emerging as global industry leaders – David Choi, a South Korean investor in his early 30s, has been riding a wave of strong gains. He is not alone. Many South Korean investors have begun exploring positions in Chinese equities, particularly in rapidly…
Foreign inflows to Chinese stocks will probably continue after the summer, as a regulatory push to boost shareholder returns, appealing valuations and rising expectations of interest-rate cuts in the US lure investors, according to Morgan Stanley. The rotation back to Chinese stocks was expected to be “stronger” after two consecutive months of net buying by…
Chinese equities have been out of favor among many investors for the past few years. However, the tide appears to be turning, driven by strong corporate profits, enthusiasm over artificial intelligence and an apparent easing of regulatory pressure from Beijing. “China is back on the radar, at least in terms of investor interest,” Goldman Sachs…
Foreign investors poured $1.2 billion into Chinese equities this week — the largest weekly inflow since October 2024 — as blockbuster rallies in electric vehicle giant BYD and Chinese AI firms reignited confidence in China’s market rebound, driving global fund managers to ramp up their bets on Asia’s biggest economy.According to Elara Securities’ Global Liquidity…