As of Aug. 5, global capital accelerated into Chinese equities: China equity funds recorded $50.82bn net inflows in the past month, roughly 60% of total emerging-market inflows, while overseas-listed China ETFs also expanded. Several foreign asset ma

2026-08-14

As of Aug. 5, global capital accelerated into Chinese equities: China equity funds recorded $50.82bn net inflows in the past month, roughly 60% of total emerging-market inflows, while overseas-listed China ETFs also expanded. Several foreign asset managers point to corporate earnings recovery and industrial upgrading as drivers for a sustained valuation rerating and identify semiconductors, internet, power and healthcare as preferred overweight sectors.