Why have global long-term funds recently focused on investing in Chinese technology assets? One article understanding

2026-05-31 19:16

Economic Observation Network According to CCTV Finance News,Why have global long-term funds recently focused on investing in Chinese technology assets? What factors attract them to have a long-term positive outlook and continue to layout?

Recently, multiple international investment banks such as Morgan Stanley, Deutsche Bank, and Goldman Sachs have intensively raised their expectations for China's GDP growth rate in 2026. These institutions generally believe that the hardcore strength of China's technological innovation is the core key to the collective upward adjustment of expectations in this round.

Xing Ziqiang, Chief Economist of Morgan Stanley ChinaChina is at the forefront of advanced manufacturing in the transformation of wind and solar energy, including the booming global investment in AI software, hardware, and artificial intelligence. This is the main reason for our upward adjustment of China's economic growth.

The resilience and policy coherence of the Chinese economy have also strengthened the investment confidence of foreign financial institutions.

Xing Ziqiang, Chief Economist of Morgan Stanley ChinaAfter observing the Chinese economy for the past two to three years, we believe that China's industrial chain is the most resilient, and China's export advantage has been further strengthened.

Thomas Sargent, an economics professor at New York University:The macroeconomic policies of the Chinese government are clear, stable, and highly coordinated. Compared to the uncertainty of policies in other countries, China's stable economic governance system provides reliable institutional guarantees for foreign investment.

Disclaimer: The views expressed in this article are for reference and communication only and do not constitute any advice.