景顺年度研究：主权投资者对中国市场兴趣升温

Group 1 - The core viewpoint of the report indicates that sovereign investors are increasingly favoring active management and showing renewed interest in the Chinese market amid global diversification and policy uncertainty [1][2] - Emerging markets remain a strategic focus for sovereign wealth funds, but the prioritization within their portfolios is shifting, with 59% of respondents identifying China as a high or medium priority market, marking a significant change since 2024 [1] - A majority of respondents (59%) expect to increase their allocation to Chinese assets over the next five years, with the most attractive investment areas identified as digital technology and software (89%), advanced manufacturing and automation (70%), and clean energy and green technology (70%) [1] Group 2 - Martin Franc, CEO of Invesco Asia (excluding Japan), stated that there is a growing consensus that China holds unique and attractive opportunities, particularly in its evolving technology ecosystem [2] - The research is considered a leading indicator of sovereign investor activity, gathering insights from 141 senior investment experts across 83 sovereign wealth funds and 58 central banks, managing a total of $27 trillion in assets [2]