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Big Investors Split China Bets From Emerging Markets

  • Amundi sees growing client demand to invest just in China
  • Money pours into Chinese equity funds, flows out of global EM
Views of Shanghai as China Unexpectedly Injects $30 Billion Into Financial System
Photographer: Qilai Shen/Bloomberg

The widening economic gulf between China and other emerging markets is prompting some of the world’s largest investors to change how they allocate money to the asset class.

Amundi Asset Management, which oversees nearly $2 trillion, and Robeco, a manager of $190 billion, are both rolling out new strategies focused on China amid a surge in demand from clients who had previously invested in the country through global developing-nation funds. BNY Mellon Investment Management favors targeted bets on the Chinese economy, while BlackRock Inc. calls the country “an investment destination separate from emerging markets.”