NUMBER OF THE DAY
That's the size of China's stock market including Hong Kong – after three years shunned as "uninvestable," foreign investors are knocking on the door again.
🚪 Sentiment Shift: Hedge funds bought the most in August in six months. New "Emerging Markets ex-China" funds collapsed from 21 (2024) to just 8 (2025).
🤖 DeepSeek Effect: China's AI sensation convinces skeptics, Polar Capital increased China allocation from 20% to over 30%, Cambridge Associates reports 30 client inquiries for China funds versus "almost zero" in 2023.
Watch: The return of foreign investors to Chinese stocks signals a rethink about China's attractiveness as a standalone asset class. Long-term, this could further fuel the market rally and strengthen China's position in the global investment universe.
The China Survival Guide for Western Businesses
Entity setup, WeChat strategy, hiring your first local team. 12+ years on the ground in Shanghai.
