China assets gain global appeal

AS geopolitical tensions, diverging economic policies and rapid advances in artificial intelligence (AI) reshape global markets, senior economists say that Chinese assets are emerging as a key anchor, with the country’s cost-effective AI ecosystem well positioned to support a new round of manufacturing upgrading.

With China pushing ahead with financial opening-up, economists say the case for including Chinese assets in global portfolios is likely to strengthen further, even as US equities continue to play an important role in global asset allocation.