JPMorgan Chase: Increased Weight of Chinese Assets in Certain Indices Leading to More Incremental Capital Flows into the Chinese Market

Deep News
Oct 21, 2025

JPMorgan Chase revealed at the Hong Kong Stock Exchange ETF Summit that global funds are sending positive signals towards the Chinese market. According to JPMorgan's statistics, in the $2.6 trillion managed by global active funds (including regional and emerging market funds), China's weight in emerging market indices and Asian indices is substantial, accounting for approximately 30% of emerging market indices and about 35% of Asian regional indices. Currently, the holdings of global active funds are dynamically adjusting, resulting in an influx of more incremental capital into both the Chinese and Asian stock markets, with offshore market inflows demonstrating particularly robust performance. This trend is closely related to the marginal improvement in profit expectations for the mainland and Hong Kong markets.

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