EconomyMore global investors eye Chinese equities, ending four-year underweight run, bank says

Global investors are reassessing Chinese equities after years of cautious positioning, attracted by relatively low valuations and AI opportunities. But the end of persistent selling does not signal an outright bullish shift. A Bank of America analysis of 2,767 global funds found that active long-only funds’ average allocation to Chinese equities has risen from underweight to benchmark-neutral since June.

Chinese equitiesglobal investorsfund allocationsartificial intelligence

SSouth China Morning Post★★☆☆☆2026-10-08 01:00Original