Chart: ETF Performance and Top 30 by Fund Flows, January–July
July concludes. Looking back at the ETF market performance from January to July, it has resembled a complete bull-bear cycle: from the first half’s “one-sided bull market” in technology and semiconductors to July’s “one-sided bear market”—the same sector experienced a full swing from sharp gains to steep losses within just one month. From January to July, semiconductor equipment ETFs dominated the rankings, with ChinaAMC STAR Market Semiconductor ETF leading the pack with an 83.39% gain, followed by Huatai-Peijun China-Korea Semiconductor ETF and GF Semiconductor Equipment ETF, both surging over 73%. The net inflow rankings of A-share ETFs from January to July 2026 clearly reflect shifting investor preferences, with the technology sector emerging as the primary destination for capital.
Convertible Bonds, Corporate Bonds Seen Attractive Versus Government Bonds -- Market Talk
0941 GMT - The upward trend in the stock markets remain intact but shifting from direct equity investments to convertible bonds already offers attractive opportunities, Fisch Asset Management CIO
Express News | Huang Jianshan of the CSRC: The bond market boasts a comprehensive and diverse range of products and service systems.
Cailian Press, March 31 -- At today's ICMA China Debt Capital Markets Annual Conference 2026, Huang Jianshan, Deputy Director of the Bond Supervision Department of the China Securities Regulatory Commission (CSRC), stated that the bond market features a rich and complete set of products and service systems. The exchange market has established a system encompassing major categories such as government bonds, local government bonds, financial institution bonds, corporate bonds, and enterprise bonds. More than ten specialized bond products have been introduced, including sci-tech innovation bonds, green bonds, rural revitalization bonds, small and medium-sized enterprise bonds, panda bonds, and Belt and Road bonds, with cumulative financing exceeding 3 trillion yuan. These initiatives channel funds into key areas and weak links of the real economy through market-oriented methods.
India's third-largest pension fund plans to allocate the majority of its new investments in bonds in the next fiscal year.
Gelonghui, March 17 — UTI, India's third-largest pension fund, has started reinvesting in bonds after a year of substantial stock purchases. The pension fund manages approximately 4.13 trillion rupees (equivalent to 45 billion US dollars) in assets. In an interview, its CEO, Umesh Gupta, stated that the plan is to allocate about 40%-50% of new investments to government bonds in the next fiscal year starting in April. Driven by regulatory adjustments, this move reverses last year’s equity-focused investment strategy and may help support India’s bond market. Despite the interest rate cuts by India’s central bank, prices have been suppressed due to heavy government borrowing and weak demand.
TD Says Corporate Bonds Are Now Cheap Enough to Consider Buying
Appetite For Corporate Bonds Remains Strong Despite Market Volatility -- Market Talk
1545 GMT - Demand for corporate bonds is strong despite uncertainty surrounding the Middle East war and elevated market volatility, Societe Generale's Juan Valencia says in a note. Credit assets