No longer ‘uninvestable’! Shanghai index hits decade high; foreign investors eye China’s stock markets again as AI, tariff truce boost confidence

Global investors are showing renewed interest in China’s stock markets. They are focusing on AI, semiconductors, and biotech sectors. A US-China tariff pause and supportive policies are boosting confidence. Hedge funds are returning, seeking diversification. Despite economic concerns, China is seen as a standalone asset class. Allocators are planning visits to explore opportunities.