The Stock Exchange in Hong Kong reported its highest quarterly win for almost four years after China's stimulus measures increased the trade and listing volume.
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Beijing-Die Chinese investors on the mainland are stacked to the Hong Kong stock market for record volume, as the technical and hungry Hang Seng index is around three years.
The Chinese purchases of Netto shares in Hong Kong achieved a record of $ 29.62 billion in Hong Kong (3.81 billion US dollars) on Monday.
This was the most since the Hong Kong stock market launched its “Connect” program with the mainland, so that local investors made access to a selected number of shares that had been offshore that made it easier to access. The Shanghai Connect was introduced in November 2014, while the Shenzhen Connect opened in December 2016.
The Hang Seng Index was around 0.7% on Tuesday morning after a strong sale in US shares overnight because of the effects of tariffs on global growth.
Net Buys via Shanghai Connect reached almost 18 billion HKD on Monday, while those of the Shenzhen Connect reached 11.63 billion HKD, as the data showed.
Hong Kong stocked shares of Alibaba And TencentBoth are not traded on the Chinese mainland of China.
China confirmed its high-growth attitude last week by emphasizing plans to support the private tech innovation and the increase in his budget deficit to rare 4% of gross domestic product impact on an extended program for extended consumer subsidies.
The Global Makro strategy team from Citi on Monday has rated its view of the Chinese shares – the Hang Seng China Enterprises Index – and downgraded the United States on neutral.
“One main reason why we have not focused on Chinese stocks is the tariff,” said the analysts.
“Abstract from this issue we believe that the case for China Tech was clear.
“Cheap and undervinted” stocks
Chinese and foreign institutional investors stacked back into the Chinese stocks after Beijing had started to announce more powerful stimulus plans at the end of September. After the appearance of Deepseek's most recent model, Chinese stocks were initiated at the end of January at the end of January. Larger tech companies are traded in Hong Kong than on the Chinese mainland.
Manishi Raychaudhuri, CEO of Emmer Capital Partners, said that investors would soon return money back to emerging countries, especially in the Asian emerging countries, as soon as global stocks were created from the current RUT.
“I would say it would still be a bigger China, which means most Hong Kong, China.
“We have seen a certain degree of consumption boost in the form of what political decision -makers have been doing since January. It is not yet so far that the market would like to have, but at least it is a departure from the trend of many years,” he continued.
“So, exactly to my list, it would still be Hong Kong, China, the internet tactics, the large internet platforms and also some of the consumption names, mainly in athleursure, restaurants and other travel and tourism names,” said Raychaudhuri.
– Sam Meredith and Anniek Bao from CNBC contributed to this report.
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