【导读】安本投资亚太CEO Ian Macdonald：投资优质中国企业，长期回报可期 日前，安本投资亚太CEO Ian Macdonald在接受中国基金报独家专访时表示，作为深耕新兴市场的全球 资产管理机构，安本重视包括中国在内的亚洲市场投资机会。安本持续寻求机会以更广泛、深入地布局 中国，与优秀的本地伙伴合作是重要路径之一。他表示，期待QDLP（合格境内有限合伙人）政策的进 一步推进，公司致力于将QDLP业务的规模进一步扩大。中国有许多优质企业，目前，它们的估值亦具 有吸引力。长期来看，投资这些企业会获得优异回报。 安本投资（Aberdeen Investments）是一家总部位于英国的全球资产管理公司。截至2025年初，安本管理 和顾问的资产总规模超过5000亿英镑，员工遍布欧洲、亚洲、美洲和中东。安本在亚太地区尤其活跃， 在中国内地、中国香港、新加坡、日本、澳大利亚等市场拥有本地团队和投资经验。 安本通过QDLP计划为境内投资者提供布局境外市场的产品和策略，并持续探索与本地金融机构的战略 合作机会。 泡泡玛特现象级玩偶Labubu火爆全球，Ian Macdonald来到上海也获得了一只Labubu，他 ...

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].