China Appears to Be Back on Investors' Radar -- Market Talk

Dow Jones
Dec 22

0755 GMT - China is back on global investors' radar, according to Goldman Sachs analysts. Investors at home and abroad have participated in the market rally this year, they note. Southbound flows have amounted to US$180 billion year to date, the highest on record. Domestic individual investors have raised equity exposures, funded by excess savings and moderate increases in leverage, GS writes in a research note. Meanwhile, as global investors diversify away from U.S. assets, they are warming up to Chinese stocks, the analysts add. GS notes that global hedge funds have increased their China exposure to 7.8% by end-November, up from 6.8% at the start of the year. (sherry.qin@wsj.com)

 

(END) Dow Jones Newswires

December 22, 2025 02:55 ET (07:55 GMT)

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