Global allocators weigh fresh strategies for China exposure

Dec 3, 2025

As China pivots from a property-driven model, institutional capital is chasing high-growth opportunities in AI and the energy transition, fuelling demand for onshore A-share listings, and redefining the strategic role of Hong Kong in facilitating global allocations.

Global allocators weigh fresh strategies for China exposure

Global allocators are developing new China strategies as the world’s number two economy makes a decisive pivot away from the battered property market toward technology and innovation, with Hong Kong re-emerging as a key conduit in the transition.

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