From None: 2025-03-19 06:40:38

Investor confidence in Chinese equities reaches highest level in years, according to Bank of America survey. China no longer seen as structurally bearish, driving optimism. Japan remains top market choice, though optimism slightly decreased. Thailand least preferred market. China now second most favored market. Survey includes 205 fund managers with $477 billion in assets. Chinese stocks may see increased fund flows with renewed optimism. Japan’s stability attracts investors despite slight decline in sentiment. Sectoral rotation away from real estate and materials, towards software, telecom, and banking stocks.



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