Southeast Asia Information Port (www.dnyxxg.com) – On January 13th, Fang Dongming, Head of China at UBS Global Financial Markets, stated at the media sharing session of the 26th UBS Greater China Seminar: “Against the backdrop of a global market increasingly emphasizing diversified investment, the attractiveness of Chinese assets is expected to further increase this year, and China will become an important incremental market for international funds' diversified allocation.” The 26th UBS Greater China Seminar officially opened in Shanghai that day. In his presentation, Fang Dongming pointed out that the Chinese stock market is expected to perform strongly in 2025. Data tracked by UBS over many years shows that the proportion of Chinese stocks held by international investment institutions has reached a new high since 2023. “The core logic behind international investors increasing their holdings of Chinese stocks is their optimism about the potential for China's economic transformation and upgrading, as well as its long-term growth resilience. ‘Let capital see value, and let value transcend cycles’ is the underlying support for this round of boosted foreign investor confidence.”
He further analyzed that strong innovation momentum, continuous policy support, ample market liquidity, coupled with the continuous inflow of potential funds from domestic and foreign institutional investors, will collectively support a new round of boom in the Chinese stock market. Fang Dongming emphasized, "The stability of the Chinese economy lays a solid foundation for investment in the capital market. 2025 is a year of concentrated innovation in China's technology sector, and the international market's recognition of China's innovation strength continues to rise, further enhancing investors' confidence in various sectors of the Chinese economy."
In his view, traditional Chinese industries are actively embracing new technologies such as artificial intelligence, while high-end manufacturing and other emerging industries are constantly reshaping the investment logic and narrative framework of the Chinese market, showcasing a new blueprint for China's economic development.
Wang Zonghao, Head of China Equity Strategy Research at UBS, also expressed optimism about the Chinese stock market: "Compared to other global markets, the Chinese stock market is more attractive." He stated that foreign investment interest in Chinese stocks continues to rise, and domestic funds, especially institutional funds, are also continuously increasing their holdings. This sustained effort from the funding side will provide solid support for the Chinese stock market; at the same time, China's proactive macroeconomic policies are the core driving force for the stock market's positive performance. (End)
