Global allocators weigh fresh strategies for China exposure
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 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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