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Foreign Investors Forecast Reflation Boosts Chinese Equities
7.2
Foreign investors and asset managers are increasingly positive on Chinese equities this year, citing improving profits driven by corporate R&D and supportive fiscal and monetary policies, UBS and Morgan Stanley said in notes this week. UBS projects A-share indexes could rally about 20% in a reflation cycle, while SGX-listed ETFs and January inflows signal renewed global demand.
Key Points
- 1Project 20% upside: UBS says A-share indexes can rise when China enters a reflation cycle
- 2Highlight improving profits: companies boost R&D and AI investment, stabilizing property and supportive policies
- 3Signal investor opportunity: foreign inflows remain low under 10%, leaving room for increased allocations
Scoring Rationale
Institutional research and measurable inflows support relevance, but the report offers modest novelty and limited actionable specifics.
Sources
Public references used for this report.
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