Global Investors More Bullish on Chinese Assets

China’s “secret stimulus” at play now - Fat Tail Daily

Yesterday we tabled the idea that commodities are beginning to rumble. This is perfectly in accord with investment theory. Late in any business cycle it’s commodities that are usually the ones to move. We’ve already seen very good money made in the gold sector. Gold broke out first. Now copper is moving up and threatening to rally into historic territory. Lithium stocks are moving too. And now what do we see? Iron ore is back over US$100. Don’t …

Global investors more bullish on Chinese assets

China's capital markets are gaining increasing traction among global investors as foreign investment surged back in the first half of this year, supported by the country's economic resilience, continuing opening-up policies and growing demand for more diversified and renminbi-denominated assets, officials and experts said on Tuesday.

Global Sovereign Wealth Funds Increase Allocation to Chinese Assets, Nearly 60% Middle East Sovereign Wealth Funds to Boost Exposure in Next Five Years - YT FINANCE

A wave of foreign capital, led by Middle Eastern sovereign wealth funds, is rapidly repositioning toward Chinese assets, marking a significant shift in global investment trends and many funds plan to boost their exposure to China over the next five years, especially in digital technology, renewable energy, and advanced manufacturing.