At the Shanghai Stock Exchange International Investors Conference on November 12, Winnie Huang, APAC ETF Director at Invesco Investment Management, highlighted the growing interest of global investors in Chinese assets, citing their attractive valuations and significant investment potential.
Huang noted that long-term foreign investors, such as pension funds, prioritize corporate fundamentals and sustainable growth prospects. Following market adjustments, investor sentiment has stabilized, with greater emphasis on company quality, growth potential, and sustainability.
She emphasized that stability and continuity are key to China's market appeal. "If China maintains a stable trajectory, foreign capital inflows will accelerate," Huang said, adding that many overseas institutions are closely monitoring the performance and volatility of Chinese equities.
Regarding structural opportunities, Huang pointed to China's transition from a "global manufacturing hub" to a "global innovation hub," with sectors like AI and semiconductors holding immense potential. However, she acknowledged that global investors' understanding of China's tech innovation remains limited and called for deeper engagement with foreign professional investors to showcase genuine progress.
To enhance market attractiveness, Huang suggested improving risk-hedging mechanisms, such as introducing index futures, ETF futures, and options, to help mitigate systemic risks and better accommodate medium- to long-term foreign capital.