英国万亿资管巨头最新发声

Core Viewpoint - Aberdeen Investments emphasizes the importance of investing in high-quality Chinese companies, highlighting the potential for long-term returns in the Asian market, particularly through partnerships with local firms [2][9]. Group 1: Investment Strategies and Market Trends - Aberdeen is actively seeking opportunities to expand its presence in China, particularly through the Qualified Domestic Limited Partner (QDLP) program, which allows domestic investors to access overseas markets [2][3][16]. - There is a growing interest in Asian markets from global investors, with approximately $39 billion flowing into Asian funds in Q1 2025, representing about 10% of total global mutual fund inflows during that period [6]. - The trend of reallocating funds from developed markets, particularly the U.S., to emerging markets, including Asia, is expected to continue over the next 5 to 10 years, driven by a shift in investor sentiment [6][13]. Group 2: Insights on Chinese Market - Despite the current focus on U.S. markets, there is an increasing recognition of the investment potential in China, especially in companies benefiting from domestic consumption, technological advancements, and international expansion [9][17]. - The Chinese market is becoming an essential component of global asset allocation, supported by ongoing financial market reforms and increased transparency in regulatory frameworks [17]. Group 3: QDLP Business and Future Expectations - The QDLP program has been a significant avenue for Aberdeen to introduce its globally validated strategies to Chinese investors, and the company aims to scale this business further [16][15]. - There is a call for greater predictability in the approval process for new QDLP quotas, which would aid in strategic planning and product deployment for foreign institutions [16].