Chinese equities lure institutional capital from overheated India

Jul 29, 2025

China's policy tailwinds and favourable valuations are driving fresh institutional flows, while contrasting trends in India sees some US investors reducing their stakes.

Chinese equities lure institutional capital from overheated India

Institutional investors are rebalancing toward Chinese equities, reflecting a broader tactical rotation driven by valuation differentials, policy support, and geopolitical recalibration.

Sign in to read on!

Registered users get 2 free articles in 30 days.

Subscribers have full unlimited access to AsianInvestor

Not signed up? New users get 2 free articles per month, plus a 7-day unlimited free trial.

If you are a senior professional at a large institutional asset owner, such as a sovereign wealth fund or pension fund, please contact [email protected] for further assistance.

Questions?

See here for more information on licences and prices, or contact [email protected]