13 March Asia / China / Emerging Markets / Global

Xi’s Champions: A Closer Look at Fund Positioning

Global, GEM, Asia Ex-Japan, China Active Equity

Xi's Champions: A Closer Look at Fund Positioning

Special Report

It feels like sentiment toward Chinese investment is starting to thaw. President Xi’s recent meeting with select private sector leaders – the first of its kind since 2018 – has been widely seen as an effort to reset Beijing’s relationship with business. The companies represented at this gathering are viewed as China’s chosen champions, poised to benefit from policy support and strategic backing.

This short pack provides a quick snapshot of how active managers are positioned in these so-called “Xi’s Champions” and where international investors remain on the sidelines.

For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com