The attractiveness of Chinese assets has significantly increased, and global "long money" is intensifying its allocation efforts

Recent data shows that overseas "long money" is accelerating its purchase of Chinese assets. The emerging market fund under American asset management giant Invesco significantly increased its holdings in stocks such as JD.com, YILI, and Alibaba in July; a Goldman Sachs report indicates that domestic stock funds have seen a net inflow of $6.55 billion in the past month, leading emerging markets; in addition, several Chinese stock ETFs listed overseas have also seen growth in scale since the second half of the year. At this current juncture, multiple foreign institutions believe that favorable factors such as the stabilization and recovery of the Chinese economy, the enhancement of technological industry competitiveness, and the near certainty of interest rate cuts by the Federal Reserve will collectively drive global funds to accelerate their allocation to Chinese assets