China Attracted RMB 423.2 Bn in FDI in 1H25

MACROECONOMY 
Foreign Funds Turn Bullish on Chinese Assets 
China's GDP grew 5.3% YoY in 1H25, prompting upgrades from Morgan Stanley and Deutsche Bank on strong exports, high-tech manufacturing, and policy support. Wellington Management cited attractive valuations, resilient consumption, and reduced US dependence as reasons to boost China allocations. Analysts expect further stimulus in 2H25 to support consumption and real estate, with AI, EV, and robotics driving market sentiment. (中国财经) 

China Attracted RMB 423.2 Bn in FDI in 1H25 
China recorded RMB 423.2 bn in actual foreign direct investment (FDI) in 1H25, down 15.2% YoY, while 30,014 new foreign-invested enterprises were established (+11.7% YoY). Manufacturing absorbed RMB 109 bn, and services RMB 305.9 bn. High-tech sectors drew RMB 127.9 bn, with sharp increases in e-commerce services (+127.1%), chemical drugs (+53%), aerospace equipment (+36.2%), and medical devices (+17.7%). FDI from ASEAN rose 8.8%, while Switzerland, Japan, the UK, Germany, and South Korea grew 68.6%, 59.1%, 37.6%, 6.3%, and 2.7%, respectively. (中国财经) 

INDUSTRY 
Government to Launch 80,000 “Kopdes Merah Putih” on 21 Jul-25 
President Prabowo is set to inaugurate 80,000 village cooperatives (Kopdes Merah Putih) on 21 Jul-25, with 103 of them designated as operational prototypes. The Govt. targets full nationwide operation by 28 Oct-25. The initiative is being developed through new setups, expansion of existing cooperatives, and revitalization of dormant ones. Kopdes will operate various business units, including affordable groceries, savings and loans, pharmacies, village clinics, cold storage, logistics distribution, agrotourism, and livestock fattening. (Bloomberg Technoz) 

COMPANY 
Chandra Daya Investasi (CDIA) Ordered Two 9,000 DWT Chemical Vessels to Expand Logistics Fleet 
CDIA, a subsidiary of TPIA, has ordered two 9,000 DWT chemical vessels from Japan, scheduled for operation in 1H26, to strengthen domestic and export chemical logistics. The new fleet, featuring low-emission and high-efficiency tech, supports Indonesia's ambition to become a regional chemical logistics hub. (Emitennews)