중국의 자산은 치솟고 있다!
$Bank Of China (601988.SH)$, $Hang Seng Index (800000.HK)$, $Hang Seng China Enterprises Index (800100.HK)$,   $Futu Holdings Ltd (FUTU.US)$ , $Bilibili (BILI.US)$ , $Tencent (TCEHY.US)$ and more…
The current rebound of the Chinese stock market provides investors, especially retail investors, with a rare opportunity. With the introduction of government stimulus policies, the stock market has quickly rebounded, with a particularly significant performance in September, where many hedge funds saw returns of over 25%. This strong market response is attributed to the reduction in bank reserve requirements, adjustments to mortgage rates, and the significant increase in the MSCI Chinese Index, which have boosted market confidence and investor sentiment.
Billionaire investor David Tepper's actions indicate that large global investors are also bullish on the Chinese market, and he is increasing his allocation to Chinese assets. With Goldman Sachs clients posting the biggest single-week net buy volume since 2016, this optimism is quickly spreading to institutional investors. According to a Goldman Sachs report, its hedge fund clients in the Chinese market made a record net buy last week, the largest since 2016, with the average fund focusing on the Chinese market last week...