---
title: "Bank of America: Investors flocked to Chinese stocks in the past week, with inflows reaching a nine-week high"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/222316915.md"
description: "Bank of America strategist Michael Hartnett pointed out that investors poured into the Chinese stock market over the past week, with inflows reaching $5.6 billion, the highest level in nine weeks. The meeting mentioned strengthening counter-cyclical adjustments and moderately easing monetary policy. Hartnett believes that Chinese stocks have the potential to outperform the market and expects the first quarter of next year to be an investment opportunity for non-U.S. stocks. Despite the risks of a stronger dollar and rising U.S. Treasury yields, bonds, gold, and international stocks will still attract investors"
datetime: "2024-12-13T21:46:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/222316915.md)
  - [en](https://longbridge.com/en/news/222316915.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/222316915.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/222316915.md) | [English](https://longbridge.com/en/news/222316915.md)


# Bank of America: Investors flocked to Chinese stocks in the past week, with inflows reaching a nine-week high

On Friday, Bank of America's renowned strategist Michael Hartnett and others cited EPFR Global data indicating that investors heavily poured into the Chinese stock market over the past week. As of the week ending Wednesday, **Chinese equity funds attracted approximately $5.6 billion, marking the largest inflow in nine weeks.**

The Political Bureau of the Central Committee of the Communist Party of China held a meeting on December 9 to analyze and study the economic work for 2025. The meeting proposed for the first time "strengthening extraordinary counter-cyclical adjustments" and reintroduced the implementation of "moderately loose monetary policy" after a gap of 14 years.

**Hartnett believes that Chinese stocks may still have room to "outperform the market," predicting that the first quarter of next year will be an entry point for non-U.S. stocks.**

Considering that investors have heavily bet on a stronger dollar and rising U.S. Treasury yields, Hartnett warned of the risk of "overshooting" at the beginning of next year. He believes that in the context of persistent inflation forcing the Federal Reserve to adopt a more hawkish stance, bonds, gold, and international stocks will become attractive assets.

According to Goldman Sachs, as of the end of November, the allocation of global actively managed mutual funds to Chinese stocks was 6%. The data is based on early reports from over 25% of the funds covered by EPFR, encompassing global, global ex-U.S., Asia ex-Japan, and global emerging market funds.

The MSCI China Index has risen 16% year-to-date.

Risk Warning and Disclaimer

The market carries risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investment based on this is at their own risk

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