Reported 12 months ago
International funds significantly flowed back into mainland stocks in the second quarter, but institutional investors are still cautious about adding more in the second half due to high real estate inventory hindering China's economic growth and significant deflationary pressures, making them not particularly optimistic about future mainland stocks. However, they have a relatively positive outlook on industries supported by policies, such as green energy, electric vehicles, and export industries. Various investment institutions predict that Chinese stock prices hit bottom in January, with some funds returning in April after seeing increased dividend payouts and double-digit earnings growth rates from Chinese enterprises. The current flow of funds back to mainland stocks has stabilized, and future observations will depend on July's economic performance.
Source: YAHOO