New drivers steering China equities


DESPITE the strong recovery in both onshore and offshore China equities over the past two years, investors have largely remained underweight, unconvinced that the stock market rally is sustainable.

On an asset-weighted basis, global active mutual funds underweight China by 340 basis points (bps) versus their benchmarks at the end of September 2025 (versus underweight by 320 bps at the end of June 2025).

The Star Festive Promo: Get 35% OFF Digital Access

Monthly Plan

RM 13.90/month

Best Value

Annual Plan

RM 12.33/month

RM 8.02/month

Billed as RM 96.20 for the 1st year, RM 148 thereafter.

Follow us on our official WhatsApp channel for breaking news alerts and key updates!

Next In Insight

Address stunting in children
Governing AI the Asean way
Indonesia’s MSCI debacle
The slow climb out of PN17
Stepping out of shadow AI
Rich grip on Indonesian shares faces reckoning
US inflation isn’t subsiding, it’s heating�up again
Trump wants low long-term yields. Will Warsh oblige?
MSCI, IDX and the long shadow of institutional credibility
If I were a Gen Y or Gen Z in the palm oil world

Others Also Read