As US stock market plunged on what netizens call “Black Monday” due to recession fears, it seems China is being eyed as a more stable alternative for capital. As Citigroup and HSBC downgraded US stocks to neutral, China stocks are being favoured.
In fact, foreign capital has already been returning to China since the beginning of the year. The MSCI China index has grown 20% since 2025. Many of the interest from investors are technology-related stocks, including Alibaba and IT service provider GDS, as well as the so-called “DeepSeek concept stock”.
- #韩国人开始大量买入中国股票South Koreans started to heavily buy Chinese stocks: 120 million views on Weibo, ranking number 2 on the Hot Search list.
In fact, transactions made by Korean investors in the stock market in China already doubled in February compared to the previous month. With the fear of recession in the US, China and Europe have become the relatively safer bet for investors. The stocks in Shanghai and Hong Kong also rallied on 11 March, further showing investor confidence in the two markets.
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