According to a global survey conducted by Bank of America in October, after the introduction of China's stimulus package, the net share of global fund managers expected to strengthen the Chinese economy in the next 12 months reached 48%, the highest since April 2023. This result completely reversed last month's expectations. “Go long on Chinese stocks” also ranked 3rd in the most popular trading list this month. 14% of respondents are optimistic about the deal, second only to 17% for “going long for gold” and 43% for “going long for the Big Seven in America.” The survey also showed that emerging market stocks and commodities were seen as the biggest winners of China's stimulus policies, while government bonds and the Japanese stock market were the biggest losers.

Zhitongcaijing · 10/16 15:49
According to a global survey conducted by Bank of America in October, after the introduction of China's stimulus package, the net share of global fund managers expected to strengthen the Chinese economy in the next 12 months reached 48%, the highest since April 2023. This result completely reversed last month's expectations. “Go long on Chinese stocks” also ranked 3rd in the most popular trading list this month. 14% of respondents are optimistic about the deal, second only to 17% for “going long for gold” and 43% for “going long for the Big Seven in America.” The survey also showed that emerging market stocks and commodities were seen as the biggest winners of China's stimulus policies, while government bonds and the Japanese stock market were the biggest losers.