June 9, 2025

Multiple foreign institutions are becoming increasingly bullish on China's capital market despite external challenges, as the world's second-largest economy shows strong resilience thanks to a series of policies aimed at spurring growth momentum and injecting valuable stability and certainty into the world economy.

"We see improved investor sentiment toward China through higher willingness to allocate and higher conviction in Tech/New Consumption," Laura Wang, chief China equity strategist at Morgan Stanley, wrote in a note sent to the Global Times on Monday.

The fear of missing out on China's technological development has once again emerged, Wang noted. "Most global investors with whom we have spoken have explicitly expressed interest in adding back some exposure to China. Investors acknowledge that collectively, exposure to China is still at a very low level," she noted.

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