China's Stock Markets Surge as Global Investors Return

Renewed confidence in China's undervalued markets is fueled by tech sector revival, DeepSeek's AI advancements, and U.S. trade policy uncertainty.

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.