In recent weeks, China’s state-owned investment companies, collectively known as the national team, have been actively intervening in the stock market to curb volatility driven by speculative trading in AI-related stocks. This move aims to manage sharp price fluctuations and maintain market stability amid heightened investor enthusiasm.
According to KrASIA, policymakers rely on this national team to directly buy and sell stocks and ETFs, providing liquidity and countering erratic market movements. This intervention reflects Beijing’s broader strategy to control speculative excesses in key sectors.
For Japanese investors, this development underscores the importance of monitoring state influence in China’s equity markets, which can impact regional investment flows and risk sentiment across Asia.