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Outlook 2025: Are global public investors abandoning China?
One clear trend from OMFIF’s surveys of almost 100 central banks, public pension funds and sovereign funds last year was that public investors are turning their backs on China. Will this trend continue in 2025 or will they reconsider their stance? OMFIF’s Global Public Funds 2024 report highlighted that China, once a cornerstone of emerging market allocations, is rapidly losing favour among public pension and sovereign funds. Not a single surveyed fund identified China as the most attractive emerging market in 2024, a steep drop from 23% in 2023. The shift in sentiment has already triggered concrete actions. For ... (full story)