China Funds See Record $40 Billion Exodus as Investors Rush to Gold: EPFR

• Investors pulled a record $40 billion from China-focused equity funds in one week, according to EPFR Global.
• Gold-related investments saw the strongest investor interest across commodities, driven by demand for safety amid global uncertainty.
• Latin American funds attracted inflows due to rising copper demand, particularly from data centre expansion, benefiting major producers like Peru, Mexico, and Chile.
• India-focused funds experienced outflows of $320 million, described as neither terrible nor particularly good.
• South Korea attracted the highest inflows among other emerging markets, with $2 billion, boosted by policy reform expectations and AI-linked companies.

Why It Matters: Record $40 billion exited China funds in a week, with investors flocking to gold and copper-driven Latin America.