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UBS's latest report reveals a slight increase in the underweight of China among international investors, rising from -1.7% to -1.9% in Q4 2024. While major global investors reduced their Chinese equity holdings, sectors like banks, consumer discretionary, and technology saw significant inflows, particularly into Hong Kong, which attracted around USD 40 billion. Conversely, northbound investors faced outflows of USD 17 billion, primarily from commodities and utilities, with a small number of funds reintroducing Chinese equities into their portfolios.
UBS's report for Q4 2024 reveals a slight increase in foreign institutional funds' underweight positions in China, rising from -1.7% to -1.9%. While Chinese equities saw a reduction in holdings, sectors like banking, consumer goods, and technology attracted significant inflows, particularly in Hong Kong, which experienced $40 billion in southbound investments. Conversely, northbound investors withdrew an estimated $17 billion, primarily from materials and utilities, although some funds returned to Chinese equities after previously holding none.
Chinese President Xi Jinping met with top tech entrepreneurs, including Jack Ma and Ren Zhengfei, to bolster support for the private sector amid economic challenges and a trade war with the U.S. Xi emphasized the need to eliminate barriers for fair market competition.In other news, X has begun blocking links to the encrypted messaging app Signal, citing potential harm, despite Elon Musk's previous endorsement of the platform for privacy. Meanwhile, OpenAI cofounder Ilya Sutskever's new venture, Safe Superintelligence, is reportedly raising funds at a $30 billion valuation, focusing on advanced AI development.
Huawei achieved double-digit growth in the 2024 global premium smartphone market, competing effectively against giants like Apple and Samsung. The premium segment, defined as phones priced between $600 and $1000, saw a market share increase to 25%, with Apple leading at 67% and Samsung at 18%. Notable Huawei launches include the Pura 70 series and Mate X6, showcasing advanced features and strong market performance.
On February 17, President Xi Jinping convened a meeting with CEOs from major industries, including technology and electric vehicles, to bolster confidence in China's private sector. Notable attendees included Jack Ma of Alibaba, executives from Huawei, Xiaomi, and BYD, as well as leaders from CATL, Tencent, and other key companies. This gathering follows recent efforts to restore trust after regulatory challenges faced by the private sector.
Huawei has surged to dominate China's foldable phone market with a 48.6% share, while Samsung's presence has dwindled to just 0-1%. This shift reflects a broader trend of patriotic consumption favoring local brands amid rising competition and ongoing U.S.-China trade tensions. Apple is also struggling, with its market share falling to 15% as domestic brands gain ground.
Oppo is integrating the R1 model into its new Find N5 foldable phone, while Honor plans to enhance its AI agent Yoyo with the same technology. Vivo will also incorporate R1-backed features into its smartphone assistant app. As competition intensifies in China's recovering smartphone market, DeepSeek's models, including V3 and R1, are gaining traction among major tech companies like Alibaba, Baidu, Huawei, and Tencent, who are rapidly adopting these advanced AI technologies.
Huawei has overtaken Apple in China's tablet market, which grew 4.3% in 2024, reaching 29.85 million units. Despite a Q4 slowdown, Huawei's strategic product launches solidified its top position, while Apple faced shipment declines. Xiaomi surged to third place with a 41% increase in Q4 shipments, driven by new product launches.
Huawei has emerged as the leader in the 2024 Chinese tablet market, achieving a 32.3% market share and a year-on-year growth of 5.7%. Apple follows closely in second place with a 26.6% share, experiencing a decline of 7%. Xiaomi, Honor, and Lenovo round out the top five, with the overall market shipping 29.85 million tablets, reflecting a 4.3% annual growth.
Russian tablet sales reached 3 million units in 2024, marking a 23% increase from the previous year, according to MTS. Market revenues rose by 24% to RUB 61.7 billion, setting a new record and surpassing previous highs of 2.6 million units in 2020 and RUB 50 billion in 2023.
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