China has won back global funds in a banner year for stocks, with investors anticipating further gains on the country’s AI prowess and resilience amid US tensions.
Global fund managers Amundi SA, BNP Paribas Asset Management, Fidelity International and Man Group all expect Chinese stocks to keep rising in 2026. JPMorgan Chase & Co. recently upgraded the market to overweight, while Gary Tan at Allspring Global Investments says the asset class is becoming “indispensable” for foreign investors.
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