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).

Get 20% OFF The Star Digital Access

Monthly Plan

RM 13.90/month

RM 11.12/month

Billed as RM 11.12 for the 1st month, RM 13.90 thereafter.

Best Value

Annual Plan

RM 12.33/month

RM 9.87/month

Billed as RM 118.40 for the 1st year, RM 148 thereafter.

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

Next In Insight

Scepticism around green ride hailing
Can American democracy really survive its debt tipping point?
Married to ‘bah’
Malaysia’s learning curve is bending down
The great DC debate rages on
Navigating Asean’s consumer market
Vagaries behind wage rise
Four leadership challenges we cannot ignore
Growth beckons but headwinds abound
Higher wages the way to go

Others Also Read