Global Reallocation by Asset Management Giants: Increasing Holdings in Chinese Assets Becomes an Important Option

Asset management giants are reallocating global assets, with Chinese assets becoming an important option for increasing positions. In the early hours of May 15th, Beijing time, the world's top hedge fund Bridgewater and the billion-level private equity firm Jinglin disclosed their holdings as of the end of the first quarter of this year. Data shows that in the first quarter of this year, both institutions made significant purchases of Alibaba, with Bridgewater also increasing its positions in Baidu, Pinduoduo, and other Chinese concept stocks, while Jinglin Asset increased its holdings in Beike and TSMC. Industry insiders indicate that as market sentiment improves, the global competitiveness of Chinese enterprises continues to strengthen, the Chinese economy gradually recovers, and the "alpha" opportunities of Chinese assets will further demonstrate their cost-effectiveness globally. Data shows that as of May 15th, a total of 333 foreign institutions have conducted research on A-share companies. Among them, companies in the fields of industrial machinery, electronic components, integrated circuits, and medical equipment are particularly favored