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Investors Shift Focus to China Amid Dollar Weakness

2/12/2026

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Story summary
  • U.S. President Donald Trump’s push for a weaker dollar prompts investors to reassess safe havens.
  • Wong Kok Hoi, founder of APS Asset Management, says China is becoming more appealing.
  • He cautions that China faces risks in its property sector and trade tensions.
  • BlackRock and Fidelity see a gradual shift from dollar assets toward China’s market, citing its recovery and innovation capacity.