Market Insights: Searching for an anchor: Market sentiment towards China

The prospect of a slower-than-anticipated recovery for the Chinese economy puts investors at a crossroads. EPFR data from Q3 2024 showed a recovery in flows towards China-mandated Bond Funds and Equity Funds. Interestingly, inflows to China Equity Funds have grown by 50% year-on-year, with over $75 billion absorbed in 2024.

Following a market correction that shocked global indexes in early August, what’s the road ahead for investors in China like?

The EPFR team recently dissected money flows impacting the world’s second-largest economy and their implications for the global investment community, by leveraging our nearly 30 years of experience tracking emerging markets data.

If you’re seeking crucial insights about Chinese fund flows, fill out the form below to watch the on-demand video.

Agenda:

  • China Equity Funds: trends since 2020.
  • GEM Fund Allocations rising, with a caveat.
  • Allocations to share classes continue to grow.
  • Fixed Income Funds finally chasing performance.

Speakers:

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