Global asset management giants are reallocating, increasing holdings of Chinese assets becoming an important option.

Major players in asset management are reallocating global assets, with Chinese assets becoming an important option for increasing holdings. In the early hours of May 15th Beijing time, the world's top hedge fund Bridgewater and billion-dollar 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 Fund also increasing its holdings in Chinese concept stocks such as Baidu and Pinduoduo, while Jinglin Asset increased its holdings in companies such as Ke Holdings and TSMC. Industry insiders say that with the improvement of market sentiment, the global competitiveness of Chinese companies is continuously strengthening, the Chinese economy is gradually recovering, and the "alpha" opportunities of Chinese assets will further demonstrate their cost-effectiveness on a global scale. Data shows that as of May 15th, a total of 333 foreign institutions conducted research on A-share companies. Among them, companies in the fields of industrial machinery, electronic components, integrated circuits, and medical equipment are highly favored.