Since May, over 200 global institutions have conducted more than 500 surveys across 185 A-share companies, according to market data. Wall Street giants including Goldman Sachs, BlackRock, and UBS feature prominently in the research activity, alongside high-profile hedge funds like Point72 – the quantitative trading firm dubbed “Wall Street’s most aggressive money-making machine.” The surveys reveal particular foreign interest in China’s electronic equipment, semiconductor, and precision instrument sectors, reflecting global capital’s growing appetite for exposure to the country’s technology supply chain.
The 532 surveys conducted since May demonstrate foreign investors’ methodical approach to Chinese equities. Financial heavyweights (Fidelity, Allianz) and activist funds alike are targeting companies in integrated circuits and industrial automation – sectors aligned with China’s “hard tech” development priorities. This concentrated research effort suggests institutional players are positioning for potential policy tailwinds and supply chain realignment opportunities in these strategic industries.
The surge in foreign due diligence, especially from notoriously selective firms like Point72, indicates improving sentiment toward select A-share opportunities despite broader macroeconomic concerns. The predominance of technology hardware research underscores how global investors are navigating China’s market through the lens of its manufacturing upgrade and technological self-sufficiency campaigns. Such targeted interest could foreshadow increased capital flows into these sectors as research converts to portfolio allocations.
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