Allianz Global Investors, William Russell | Chinese Equities: Has the Rally Peaked or Is 2026 the Real Opportunity?

Chinese equities stunned in 2025, but is the window now closed? William Russell from Allianz Global Investors argues the opposite, in fact, the foundations for further growth have only strengthened. Easing macro headwinds, a government pivot in the property sector, and accelerating tech innovation are setting the stage. Plus, shifting global allocations and a recalibrated risk premium could ignite renewed interest. 

Learn more: Ten Reasons to (re)consider China Equities - Oct 2025 | Allianz Global Investors