Global Investors' View: China (Invite only)

China’s capital markets are undergoing a deliberate reset as global investors reassess valuations, earnings, and exit routes. While reforms aim to strengthen market discipline and attract longer-term capital, rising deal activity in advanced manufacturing, AI, and green technologies is quietly restoring momentum across private and public markets. Even so, performance gaps remain: While high-tech clusters continue to advance, property-linked and traditional consumption remains depressed. While cross-border capital flows are steady, geopolitical uncertainties are shaping investors’ perceptions of whether improving fundamentals and more consistent shareholder-return practices can anchor lasting re-rating. What signals would convince global allocators that a market recovery is taking shape? How will exit conditions and valuations adjust across private and public markets? Where might the most durable opportunities emerge as China’s capital-formation cycle enters a new phase?