The three major Hong Kong stock indexes all rose, and the Hang Seng Index rose 0.8% and rose above 26,000 points during the session, continuing to hit a new high in the past 4 years!As of September 8, the net purchase amount of southbound funds this year has reached 1.03 trillion Hong Kong dollars, which is equivalent to 127% of the total for the whole year of 2024. Since the opening of the interconnection mechanism, the cumulative net purchase amount of southbound funds in the Hong Kong stock market has exceeded HK $4.7 trillion, and the net purchase amount this year accounted for 21.77% of the cumulative net purchase amount since the opening of the interconnection mechanism.On September 2, the net purchase amount of southbound funds exceeded HK $1 trillion for the first time this year, s

Although the Shanghai Composite Index is at a 10-year high, CSI 300 still remains about 20% below their 2021 peaks.The total trading volume of A-shares broke 3 trillion yuan. The last time total market turnover exceeded 3 trillion yuan was on October 8 last year, reaching 3.4 trillion yuan.Institutions raise forecasts for the A-share marketHSBC raised its China index targets: Shanghai Composite by the end of 2025 from 3,700 to 4,000 points, CSI 300 from 4,300 to 4,600 points.$Morgan Stanley(MS)$’s China Strategy Chief Laura she remains bullish, expecting the CSI 300 to reach 4,700 points.$JPMorgan Chase(JPM)$ predicts a 35% upside for the MSCI China Index and 24% for the CSI 300, with strong prospects for me

Global stock markets keep hitting new highs — except China. $Straits Times Index(STI.SI)$ hits a new intraday high of 4303.3 points. But things may be changing.$Xtrackers Harvest CSI 300 China A-Shares ETF(ASHR)$ is already up +19.95% YTD, beating $Invesco QQQ(QQQ)$’s +10.64%.Recently, Goldman Sachs and Standard Chartered both turned bullish on China stocks, with StanChart keeping an “Overweight” rating in its 2025 H2 Global Outlook.Hedge funds also rushed in — Goldman’s latest report shows China was the most net-bought market worldwide in August, and SAFE data shows foreign investors added $10.1B in China stocks/funds in H1, with big inflows in May and June.So

Market Snapshot Shanghai Composite just closed at a decade-high of ~3,771 the strongest since August 2015 The CSI 300 edged up ~0.4%, buoyed by fintech and stablecoin-related shares amid early approvals for yuan-backed stablecoins Driving Forces Policy tailwinds: Expectations of stimulus and easing U.S.–China tensions are tipping investor sentiment Retail surge: Domestic inflows are growing, aided by low bond yields, property-sector frustrations, and attractive valuations Dividend culture shift: Beijing is pushing dividends and share buybacks to boost investor confidence dividend yields are now near 3%, highest since 2016 Warning signs linger: retail sales and fixed-asset investment are lagging, real estate remains frozen, and credit growth is weak. Meanwhile, Bridgewater liquidated its ~$

The Shanghai Composite Index has recently surged to a nearly 10-year high. This sounds like a cause for celebration—a bull market roaring back to life, right? But interestingly, the chatter in investment groups isn’t full of euphoria. Instead, people are asking: “Is it time to cash out?” SSE Comp (000001.SH) Looking at the WeChat Index search trend for “bull market,” sentiment is surprisingly muted. Compared to last year’s Sept. 24 levels, interest is only just picking up. The market has recently reached a new high, but the mood seems cautious rather than euphoric. My Take: If I Had Chinese Shares I don’t currently hold any Chinese assets. But if I did, I can imagine my instinct would lean toward selling to lock in profits. Why? Because I’m naturally kancheong—a little anxious and quick to