Global investors are showing renewed interest in China’s stock markets. They are focusing on AI, semiconductors, and biotech sectors. A US-China tariff pause and supportive policies are boosting confidence. Hedge funds are returning, seeking diversification. Despite economic concerns, China is seen as a standalone asset class. Allocators are planning visits to explore opportunities.Global investors are showing renewed interest in China’s stock markets. They are focusing on AI, semiconductors, and biotech sectors. A US-China tariff pause and supportive policies are boosting confidence. Hedge funds are returning, seeking diversification. Despite economic concerns, China is seen as a standalone asset class. Allocators are planning visits to explore opportunities.
