Luxetech has designed an investment strategy to succeed in a dynamic, fractured and uncertain world. The innovative investment boutique, led by Vladimir Lyaporov, PhD in Political Science and a London Business School alumnus, introduced its new politically driven investment pilot during the Qatar Economic Forum, hosted 21–22 May 2025 in Doha, reporting exceptional +30 per cent quarterly returns.
The world has fundamentally changed, and now the private sector is more impacted by politics, both in business and across investment portfolios, than ever before. In the tech landscape, luxury and financial markets, companies are becoming increasingly dependent and reliant on political factors. These include regulations, policies, opinions, statements, agreements, social media, meetings and networking.
“We’ve engaged political analysis as a core element of the investment strategy, called PolitX,” explains Vladimir Lyaporov, Founder and CEO of Luxetech. “Some hedge managers actively and astutely adjust the political sensitivity of their portfolios, including the famous Ray Dalio’s hedge fund. Most investors, however, rely on external consultants for advice and tend to look at political factors as threats to avoid. Our strategy differentiates itself by being fully focused on political motives that move markets and identifying growth factors triggered by certain political actions. This focus allows us to explore the political landscape profoundly and make superior situation-driven decisions. Having started in mid-January 2025, a week before Donald Trump’s inauguration, we delivered +30 per cent returns in a quarter.”
Luxetech specialises in data science and strategies for the luxury industry and wealth management. Founded in 2022 in London by Vladimir Lyaporov, a Russian-born entrepreneur, upon invitation from InvestUK, Luxetech expanded last year to Abu Dhabi and Hong Kong, having established an investment company, Luxetech Ventures, and licensed ARTnews from PMC for South-East Asia, including megacities Hong Kong, Guangzhou, Singapore and Bangkok.
Luxetech trades globally on stock exchanges, primarily in Asian markets such as Hong Kong, Shanghai and Shenzhen, allocating 80 per cent of capital there, and also in Europe via the London Stock Exchange, Euronext in Paris, Xetra in Frankfurt, and Borsa Italiana in Milan. Sometimes, it invests in specific or even exotic markets, such as stock exchanges in Warsaw, Kazakhstan or Azerbaijan.
“At the moment, we function as a joint venture with a large Abu Dhabi investor, operating an investment pilot, or proof of concept,” Vladimir continues. “We aren’t a registered fund yet and allocate stakeholders’ capital to test the concept of politically motivated investments. Now reporting US$30 million profit earned on circa US$100 million of initial capital deployed in January 2025, we aim to launch PolitX as a qualified investor fund by autumn. I have been practicing, as a private investor, politically driven trades since late 2021, and the results were exceptional — selected deals generated up to a 2x multiple on invested capital in just three months.”
Vladimir tells Luxury Briefing about the first politically driven deal that originally inspired him to launch PolitX. In March 2022, two months before he was granted UK Innovator Founder status, the EU and United States imposed sanctions on Russia, and the Russian rouble plunged 120 per cent against the US dollar, from 75 to 140 roubles per dollar. Most Russians acquired dollars, anticipating the rouble’s ‘free-fall’ to 200–250. Vladimir, however, made the opposite decision — selling dollars to purchase roubles — based on analysis of Russia’s economic standing, upcoming regulations, and trade balance dynamics amid plummeting imports. As a result, roubles were sold three months later at an exchange rate of 55 to the US dollar, doubling the invested capital. Bloomberg later named the rouble the top-performing currency of 2022.
The firm researches strategic political trends that drive value changes in securities and across other liquid asset classes, identifying specific political actions that have immediate asset impact. Investment decisions are based on accurate forecasts of how such actions might influence value growth or reshape markets.
Introducing PolitX, Vladimir revealed recent deals, such as an investment in Hong Kong’s Hang Seng Index on 16 January 2025, a week before Donald Trump’s inauguration. At the time, most experts were sceptical about China-focused investments. Some (e.g. Bloomberg) even declared China ‘un-investable’, citing a tanking market and massive capital outflows. Vladimir’s firm has identified, on the contrary, several catalysts for the stellar gains of Chinese shares in the near future. This investment decision was centred around a newfound reality that China’s competitiveness in tech has actually gotten a lot sharper than acknowledged in mainstream Western media, and that China’s valuation discount will disappear. The investment was heavily criticised by Vladimir’s many industry colleagues, but apparently the index has surged 21 per cent, making it the world’s top performer in the first month since Trump assumed the presidency.
The team also highlighted that China’s industrial policy and its ‘mayor economy’ were uniquely placed to support innovations. The vision was brilliantly affirmed by the global debut of VC-backed DeepSeek on 25 January 2025.
Later, the firm reinvested in the Hang Seng Index on 7 April 2025 — the day 145 per cent tariffs triggered a crash in Chinese markets. While most funds exited, Luxetech anticipated a rebound driven by Beijing’s stimulus, earning +7 per cent in one week.
On 17 February 2025, President Xi Jinping met with a prominent tech entrepreneur, signalling Beijing’s endorsement of the private sector. Besides Ma, other tycoons in attendance included Huawei founder Ren Zhengfei, BYD CEO Wang Chuanfu, CATL CEO Zeng Yuqun, Tencent CEO Pony Ma, Meituan CEO Wang Xing, Xiaomi CEO Lei Jun, and DeepSeek CEO Liang Wenfeng. That morning, Luxetech deployed capital into the Hang Seng Tech Index — which tracks the top 30 tech companies listed in Hong Kong — immediately after a video announcement of the meeting was aired on China’s state broadcaster CCTV. The investment gained +9.64 per cent in a month. Luxetech team members speak Chinese, as well as Arabic, Russian and French, and are tracking social media, news and official websites across all of Asia.
European defence stocks were picked on 17 February 2025, a day before newly appointed US Defence Secretary Pete Hegseth’s opening speech at the Ukraine Contact Group in Brussels. The team anticipated he would urge Europe to take greater responsibility for its own security. While most funds entered positions after the speech, Luxetech acted beforehand, resulting in sharper portfolio growth. Within a month, the investments delivered returns of +47 per cent from Thales, +30 per cent from Leonardo SpA, and +30 per cent from BAE Systems.
Having presented PolitX’s proof of concept, Luxetech aims to launch a regulated fund operating this strategy by autumn 2025. It has announced a pre-subscription in Doha, offering an option to book a limited space in a future ultra-performance boutique hedge fund that will be based in Abu Dhabi Global Market.