As China enters a pivotal phase of economic recalibration in 2025, global investors are reassessing and refining their exposure. While challenges remain—such as the prolonged property adjustment, demographic shifts, and softer domestic demand—targeted stimulus and industrial upgrading are unlocking opportunities in high-growth sectors like AI, renewables, and advanced manufacturing. Capital market reforms and the gradual liberalization of outbound investment are opening new pathways for engagement. With valuations appearing attractive and policy momentum building, the question is less about whether to invest in China, and more about how. How are institutional investors capturing emerging opportunities, managing currency risk, and adapting to shifting mandates? Who is positioning early, and how can capital be deployed with both confidence and foresight in the China of today and tomorrow?