Going long on Chinese assets, foreign institutions are optimistic about the performance of A-shares next year

This week, several foreign institutions released their outlook reports for 2026, collectively optimistic about the medium to long-term allocation value of the Chinese stock market. Among them, UBS and Morgan Stanley have raised their target index levels for the Chinese market. While being bullish on Chinese assets, foreign institutions have been continuously conducting research and increasing their positions, actively investing in Chinese assets. Market participants believe that this series of positive signals is closely related to the steady advancement of high-level institutional opening-up in China's capital market. It is expected that the Qualified Foreign Institutional Investor (QFII) system and cross-border capital market connectivity will continue to improve, further enhancing the convenience of foreign investment in Chinese assets. (China Securities Journal)