Optimistic about market prospects, foreign capital continues to "go long" on Chinese assets

Recently, several international investment banks have raised their forecasts for China's economic growth for the entire year in their research reports, and their asset allocation recommendations for China have shifted from neutral to "overweight." Recently, multiple foreign financial institutions have released their views and research reports on the Chinese market, generally optimistic about its prospects. Goldman Sachs recently published a research report maintaining an "overweight" stance on Chinese stocks; Standard Chartered Bank maintained an "overweight" rating on Chinese stocks in its "Global Market Outlook for the Second Half of 2025." Not only are they "bullish" on Chinese assets, but international investment banks are also putting real money into the A-share market. Goldman Sachs' latest report shows that hedge funds have net bought Chinese stocks at the fastest pace in seven weeks. China was the largest market for net purchases by global hedge funds in August. Data from the State Administration of Foreign Exchange also shows that in the first half of this year, foreign capital net increased its holdings of domestic stocks and funds by $10.1 billion, especially in May and June, where the net increase reached $18.8 billion