Chen Yiting: Chinese assets see historic revaluation, two major attractions highlighted

On May 29th, at the 2026 Global Investors Conference in Shenzhen Stock Exchange, Charles Li, Chief Executive of HKEX, stated that with increasing geopolitical uncertainties and the rise of China's technological innovation, more and more international investors are diversifying their investments and turning their attention to Chinese assets, leading to a "historic revaluation" of Chinese assets. Charles Li pointed out that Chinese assets have two main attractions for international investors: first, they have low correlation with US assets, which is beneficial for risk diversification in portfolios; second, China's economy has strong momentum and great potential, especially in emerging sectors such as artificial intelligence, new energy, energy storage, and biotechnology, where it leads globally. In terms of the "people, goods, and market" dimensions, Charles Li shared HKEX's work strategy. Regarding "people," she said that the mutual interaction effect of A+H dual-listed shares is significant, and whether it is "H first then A" or "A first then H," it often boosts trading volume and prices in both markets. HKEX has established offices in Singapore, London, New York, Riyadh, and continues to explore markets in South Korea, Malaysia, Vietnam, and others. Regarding "goods," the Shanghai-Hong Kong Stock Connect, Bond Connect, and Mutual Recognition of Funds mechanisms have become the main channels for international investors to invest in mainland capital markets. This year marks the tenth anniversary of the Shenzhen-Hong Kong Stock Connect, with accumulated turnover reaching 118 trillion yuan by the end of April. Charles Li revealed that HKEX is working with Shenzhen Stock Exchange, Shanghai Stock Exchange, to include REITs in the Shanghai-Hong Kong Stock Connect and introduce block trading mechanisms. HKEX is also preparing for RMB government bond futures to provide rate risk management tools for overseas investors. Regarding "market," HKEX is gradually reducing the minimum price movement unit for stocks, shortening the settlement period for the spot market, simplifying the trading unit per lot, and developing a derivative platform for leading products and an HKEX comprehensive fund platform. Charles Li stated that the proportion of international investors holding Chinese assets is still very low, indicating enormous growth potential. HKEX will continue to collaborate with mainland counterparts like the Shenzhen Stock Exchange to promote the high-level opening of China's capital market.