Overview

• Equity issuance in China's stock markets reached $16.8 billion in Q1 2025, doubling from the same period in 2024.
• The Hang Seng Index has risen 21% year-to-date, making it the top-performing international benchmark index.
• The emergence of AI company DeepSeek, with innovative products developed on a $6 million budget, has drawn significant global investor interest.
• Easing government scrutiny on the tech sector and signals of support for private enterprises, including Jack Ma's reappearance with Xi Jinping, have bolstered investor confidence.
• Donald Trump's 20% tariffs on Chinese goods have created uncertainty in U.S. markets, prompting some investors to explore opportunities in China's undervalued stocks.