China Equity Strategy - Public fund tech sector holdings hit record high in Q2 2026; increased allocation to electronics, communications, machinery, and reduced allocation to power equipment, non-ferrous metals, and food & beverage

English summary

#Overseas Investment Bank Report# China Equity Strategy - Public fund tech sector holdings hit a record high in Q2 2026; increased allocation to electronics, communications, machinery, and reduced allocation to power equipment, non-ferrous metals, food & beverage. China Equity Strategy - With ETF trading amounts expanding, A-share deleveraging may be nearing the end