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10年前,FⅡ在印度股市经历了从“国家故事”到“全球配置”的转折阶段;较印度晚10年的QFⅡ在中国市场也已经有了5年多的历史,累计申请额度超过300亿美元。本文首先通过分析FⅡ在印度的投资轨迹,发现FⅡ进入“全球配置”时代以后偏好投资于印度的潜在主导产业;其次沿着这一思路,探讨了未来QFⅡ在中国的投资取向,以指导我国的投资实践;最后研讨了中国转型期潜在的主导产业及其演进趋势。
Ten years ago, FII experienced a turning point in the Indian stock market from “Country Story” to “Global Allocation.” QFII, which is 10 years behind India, has been in the Chinese market for more than five years and has accumulated applications Amount of more than 30 billion US dollars. By analyzing the investment path of FII in India, we find that FII prefers to invest in potential leading industries in India after the “Global Allocation” era. Secondly, along this line, I discuss the future investment orientation of QFII in China to guide China’s investment practice; Finally, it discusses the potential leading industries in China’s transition and its evolution trend.