Foreign investors are expected to keep adding to their China-a-share" class="entity-link entity-topic" data-entity-id="197808" data-entity-type="topic">China A-share holdings, though the pace of buying is likely to slow from the surge in the first half of the year, according to a UBS analyst.“We still expect net inflows in the second half, but the pace will be somewhat slower than in the first half,” said Meng Lei, China equity strategist at UBS-securities" class="entity-link entity-organization" data-entity-id="197807" data-entity-type="organization">UBS Securities, at UBS’s annual China-a-share" class="entity-link entity-topic" data-entity-id="197808" data-entity-type="topic">China A-share strategy conference in Shenzhen on Tuesday.Foreign appetite for A shares – domestic shares of mainland companies denominated and traded in yuan – hit a record in the first half. Overseas holdings reached more than 4.4 trillion yuan (US$654 billion) by the second quarter, the highest level on record, according to Meng.
SRCSouth China Morning Post
LANGEN
LEANCenter-Right
WORDS121
ENT6
TUE · 2026-09-01 · 07:30 GMTBRIEF NSR-2026-0901-107981
NSR-2026-0901-107981Analysis·EN·Economic Impact
Foreign investors expected to eye more China A shares – but pace set to ease: analyst
According to UBS Securities China equity strategist Meng Lei, foreign investors are anticipated to continue increasing their holdings of China A-shares. While net inflows are still expected in the second half of the year, the pace of these investments is likely to be slower than the surge observed in the first half.
Daisy WuSouth China Morning PostFiled 2026-09-01 · 07:30 GMTLean · Center-RightRead · 1 min
South China Morning PostFIG 01
Reading time
1min
Word count
121words
Sources cited
1cited
Entities identified
6entities
Quality score
100%
§ 01
Briefing Summary
AI-generatedNEWSAR · AI
According to UBS Securities China equity strategist Meng Lei, foreign investors are anticipated to continue increasing their holdings of China A-shares. While net inflows are still expected in the second half of the year, the pace of these investments is likely to be slower than the surge observed in the first half. This projection was shared at UBS's annual China A-share strategy conference in Shenzhen on Tuesday. Foreign appetite for A-shares, which are yuan-denominated shares of mainland companies, reached a record high in the first half of the year. By the second quarter, overseas holdings of A-shares had surpassed 4.4 trillion yuan (US$654 billion), marking the highest level on record.
Confidence 0.85Sources 1Claims 5Entities 6
§ 02
Article analysis
Model · rule-basedFraming
Economic Impact
Tone
Measured
AI-assessed
CalmNeutralAlarmist
Factuality
0.70 / 1.00
Factual
LowHigh
Sources cited
1
Limited
FewMany
§ 03
Key claims
5 extracted01
Overseas holdings of China A-shares reached more than 4.4 trillion yuan (US$654 billion) by the second quarter.
statisticMeng Lei (UBS Securities)
Confidence
1.00
02
Foreign appetite for A shares hit a record in the first half of the year.
statisticMeng Lei (UBS Securities)
Confidence
0.95
03
The pace of foreign buying in China A-shares is likely to slow from the surge in the first half of the year.
predictionMeng Lei (UBS Securities)
Confidence
0.90
04
Net inflows of foreign investment in China A-shares are still expected in the second half of the year.
predictionMeng Lei (UBS Securities)
Confidence
0.85
05
Foreign investors are expected to keep adding to their China A-share holdings.
predictionUBS analyst
Confidence
0.80
§ 04
Full report
1 min read · 121 words§ 05
Entities
6 identifiedKey playerOppositionContextPositiveNeutralNegative
Organizations2
§ 06
Keywords & salience
8 termschina a shares
1.00
foreign investors
0.90
net inflows
0.80
ubs analyst
0.70
equity strategist
0.60
overseas holdings
0.50
annual strategy conference
0.50
yuan
0.40
§ 07
Topic connections
Interactive graph No topic relationship data available yet. This graph will appear once topic relationships have been computed.