Foreign Investor Enthusiasm for Chinese Stocks Is on the Up
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Foreign investors are increasingly optimistic about Chinese equities following DeepSeek’s disruption of the tech industry and signs Beijing is tackling longstanding drags on the economy — weak consumption, local government debt and the housing slump.
U.S. investor interest in research into Chinese stocks has reached a three-year high, according to a Sunday report by Citigroup Global Markets Inc. Funds focusing on long-term investment are showing particular interest, the report shows. It is based on a New York roadshow conducted by Citi’s China economist and China equity strategist last week.
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- Foreign investor optimism in Chinese equities is rising due to tech industry disruption by DeepSeek and economic policy changes by Beijing aimed at addressing consumption, debt, and housing issues.
- U.S. interest in Chinese stocks has grown, with Citigroup's report showing demand for related research at a three-year high and Christopher Wood increasing his portfolio weighting to 25% in Chinese stocks.
- Despite new stimuli and a focus on boosting domestic consumption, foreign investors remain cautious due to tariff concerns, geopolitical risks, and underweight positions in Chinese equities.
- September 2024：
- Announcement of a series of stimulus policies in China, impacting the stock market with CSI 300 Index hovering around 4,000 points since then.
- Sunday, March 16, 2025：
- The Chinese government released a plan aimed at boosting domestic consumption, which includes easing consumers' financial stress and developing the services sector.
- Tuesday, March 18, 2025：
- Christopher Wood, global head of equity strategy at Jefferies Group LLC, informed the Asia forum in Hong Kong that he significantly increased the weighting of Chinese stocks in his global long-only equity portfolio to 25%.
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