Foreign investors are bullish on Chinese assets
Posted: Tue Feb 11, 2025 5:09 am
We will strengthen the coordinated monitoring and supervision at home and abroad, on and off the exchange, and on futures and spot markets to enhance the foresight, initiative and effectiveness of our work.
Work with the People's Bank of China to better leverage the two structural monetary policy tools and strengthen the construction of strategic force reserves and market stabilization mechanisms.
Strengthen policy interpretation and publicity guidance, respond to market concerns in a timely manner, and further stabilize market expectations.
In addition, the central bank and the State Administration of Foreign Exchange recently took action to stabilize the exchange rate and raised the macro-prudential adjustment parameters for cross-border financing.
This will help increase the scale of overseas financing, thereby chinese student data increasing foreign exchange supply, improving the situation of cross-border capital flows, and playing a role in stabilizing the exchange rate.
Huaxi Securities pointed out that the main A-share indices have adjusted since the new year, but some small and micro-cap and technology-themed indices have rebounded from the bottom, indicating that the closer A-shares are to the key gap below, the stronger the upward support from the capital side. An important buying point of the year may appear around the Spring Festival, and it is time to deploy "new quality bull" core assets on dips, mainly including AI+, humanoid robots, etc.
In addition, foreign investors' attitudes have also undergone a major reversal, and they are all optimistic about the Chinese stock market.
Recently, major foreign banks such as Goldman Sachs, UBS, JPMorgan Chase, Bank of America, and HSBC have collectively praised Chinese assets and recommended overweighting A-shares and offshore Chinese stocks.
JPMorgan said China's stock market is about to reverse. JPMorgan Chase recently stated that as U.S. President-elect Trump's China policy and China's response become clearer, China's stock market is expected to reverse around the end of January this year.
The report pointed out that Chinese households' substantial increase in stock allocation, the easing of Sino-US relations, and the possible introduction of larger-scale income and consumption stimulus policies are the three major upside opportunities that have not yet been realized in 2025.
Work with the People's Bank of China to better leverage the two structural monetary policy tools and strengthen the construction of strategic force reserves and market stabilization mechanisms.
Strengthen policy interpretation and publicity guidance, respond to market concerns in a timely manner, and further stabilize market expectations.
In addition, the central bank and the State Administration of Foreign Exchange recently took action to stabilize the exchange rate and raised the macro-prudential adjustment parameters for cross-border financing.
This will help increase the scale of overseas financing, thereby chinese student data increasing foreign exchange supply, improving the situation of cross-border capital flows, and playing a role in stabilizing the exchange rate.
Huaxi Securities pointed out that the main A-share indices have adjusted since the new year, but some small and micro-cap and technology-themed indices have rebounded from the bottom, indicating that the closer A-shares are to the key gap below, the stronger the upward support from the capital side. An important buying point of the year may appear around the Spring Festival, and it is time to deploy "new quality bull" core assets on dips, mainly including AI+, humanoid robots, etc.
In addition, foreign investors' attitudes have also undergone a major reversal, and they are all optimistic about the Chinese stock market.
Recently, major foreign banks such as Goldman Sachs, UBS, JPMorgan Chase, Bank of America, and HSBC have collectively praised Chinese assets and recommended overweighting A-shares and offshore Chinese stocks.
JPMorgan said China's stock market is about to reverse. JPMorgan Chase recently stated that as U.S. President-elect Trump's China policy and China's response become clearer, China's stock market is expected to reverse around the end of January this year.
The report pointed out that Chinese households' substantial increase in stock allocation, the easing of Sino-US relations, and the possible introduction of larger-scale income and consumption stimulus policies are the three major upside opportunities that have not yet been realized in 2025.