Global hedge funds have cut their exposure to Chinese equities to a five-year low while increasing investments in Japan. This shift reflects growing concerns about China's economic outlook. Chinese stocks have remained flat this year due to disappointing policy measures.
Recent data shows significant outflows from Chinese equities, leading to a decrease in hedge funds' net allocation to China. Conversely, Japanese investments have reached a four-year high, with the Nikkei index rising 17% this year.
China’s economy grew 4.7% in Q2, its slowest pace since early 2023. Despite recent policy changes, investor sentiment remains weak due to concerns over domestic demand.
As of July, global hedge funds had a 6.6% allocation in Chinese equities, down from 15% in mid-2020. China-focused funds saw their worst month in over two years, while Japanese funds experienced a 1.2% gain.
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