政府系ファンドの中国・香港投資、深刻な低迷から190%急増

Global sovereign wealth funds have dramatically increased their capital allocation to Chinese and Hong Kong markets, recording a staggering 190% jump after an extended investment downturn. State-backed institutional investors are deploying billions of dollars to capitalize on heavily discounted equity valuations across key technology and industrial sectors. This aggressive re-entry signals a notable shift in sentiment among long-term macro investors who previously sidelined the region due to regulatory and growth headwinds. Improved economic data and targeted policy interventions from Beijing have helped restore confidence among foreign capital allocators. Analysts note that this influx of sovereign capital could provide a sustainable floor for local stock exchanges. The turnaround highlights a broader trend of institutional funds rotating back into emerging Asian markets.