Global asset management giants are reallocating, increasing holdings in Chinese assets as a key 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-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 of Chinese concept stocks such as Baidu and Pinduoduo, while Jinglin Asset increased its holdings of Beike and TSMC. Industry insiders say that with the improvement of market sentiment, the global competitiveness of Chinese companies is continuously increasing, 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 have conducted research on A-share companies. Among them, companies in the fields of industrial machinery, electronic components, integrated circuits, and medical healthcare equipment are highly favored.