Recently, Western media has suddenly changed its tone - they have all launched reports such as "Must Invest in China", "Don't Miss the Chinese Market Again", and "Global Capital is Returning". Even Reuters, which is usually picky, has issued a report saying "Global Investors are Re-entering the Chinese Market".
According to Goldman Sachs' latest fund flow report, in September 2025, the activity of international hedge funds in the Chinese A-share market reached a peak in the past 18 months. Not only were they frequently buying and selling, but their net purchases also hit a new high for the year. It's worth noting that hedge funds are typical "profit-seeking players" with high risk tolerance and fast actions. Their movements often indicate a shift of larger amounts of capital.
According to MarketVector Indexes statistics, from June to September this year, ETFs (Exchange-Traded Funds) tracking Chinese stocks received over $7.2 billion in net inflows, which is the strongest capital inflow during the same period since 2021.
Among them, thematic funds specifically investing in China's technology, consumer, and new energy sectors are the most popular. For example, an ETF named "China Green Future" saw its size grow by nearly 40% in the third quarter.
Experts at MarketVector Indexes, Schenfeld, said it quite straightforwardly: "China has become one of the global growth drivers." This statement sounds simple, but needs to be viewed in the context of reality. This year, among the major global economies, the US GDP growth slowed to 1.3% in the second quarter, and the Eurozone barely maintained around 0.5%, while China's GDP grew by 5.2% in the first half of the year, and the preliminary calculation for the third quarter continued to remain above 5%. In the context of generally weak global growth, this number is quite impressive.
Original: www.toutiao.com/article/1846738852610119/
Statement: This article represents the views of the author.