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当下如何投资?这场会议这么说
Guo Ji Jin Rong Bao·2025-08-23 01:58

Group 1 - The first Hedge Fund and Family Office Awards ceremony was held in Hong Kong, highlighting the cyclical nature of capital markets and optimism for Hong Kong and A-shares in the future [1] - The focus for the Asian dollar bond market in 2024 will be on issuers' management and replacement of existing overseas debt, with new investment opportunities arising from the expansion of the "Southbound Trading" program by 2025 [1] - Private equity fund managers are leveraging compliant methods like cross-border income swaps and QDII to capture wealth growth opportunities in technology innovation, providing differentiated and high-value asset allocation for high-net-worth individuals [1] Group 2 - AI has evolved from a mere research tool to a system that optimizes research and investment processes, allowing managers to seamlessly integrate AI into their existing frameworks [2] - There are two paths for Chinese managers going overseas: raising funds abroad to invest globally or attracting global capital back to China, with the latter potentially being more attractive in the next decade [2] - Emerging managers, despite their smaller size and shorter track record, possess advantages such as new perspectives and flexibility, enabling them to seize opportunities missed by larger institutions [2] Group 3 - After going overseas, managers will face two types of investors: institutional and overseas individual investors, with the former conducting more comprehensive due diligence [3] - Institutional investors value the core advantage of Chinese managers, which is their deep understanding of Chinese-related assets, and prefer products that offer good liquidity, low volatility, and sustainable long-term returns [3]