Expected improvement, foreign institutions bullish on Chinese assets.

date
21/05/2025
Since May, Goldman Sachs has raised its target points for Chinese stock indexes twice; UBS has released its views on Chinese stock strategies, predicting that global funds may continue to flow in continuously; Nomura has significantly upgraded its ratings on Chinese stocks to "tactically overweight". Recently, foreign institutions have been competing to "bullish" on Chinese assets. Foreign institutions believe that the current window is a good time to lay out Chinese assets. With improving expectations for Chinese economic growth, A-share company profits are expected to gradually increase season by season, and valuations are quite attractive. In the future, with a series of measures to stabilize the market and expectations continuously implemented, the attractiveness of the Chinese capital market to foreign capital is expected to further strengthen.