Capital flows back to benefit Chinese assets, foreign capital's latest statement

Since the beginning of this year, global capital allocation is shifting from dollar assets to non-dollar assets, marking a strategic global capital rebalancing that is quietly unfolding. "The scale of dollar assets is very large, and even a slight return or diversion can have a significant impact on markets like China," said Stuart Rumble, Investment Director for the Asia-Pacific region at Fidelity International, at a recent forum. Many global investors are reassessing their equity exposures, and the ongoing changes in trade dynamics, fiscal policy uncertainties, and exchange rate pressures are prompting them to seek diversified sources of returns, directing funds towards Europe, Japan, China, and other Asian regions. Liu Peiqian, an economist at Fidelity International, told a reporter from Securities China that based on current observations, the return of dollar assets is first flowing back to local currency markets, for instance, European funds are prioritizing a return to the Eurozone, while Asian funds are reallocating to Asian assets before diversifying into other non-dollar regions. Various asset classes, whether stocks or bonds, are expected to benefit