Story perspectives

Investors Shift Focus to China’s Tech Amid Tensions

3/23/2026

Center

Investors Embrace China

Investors at the Milken Institute Global Investors' Symposium in Hong Kong urge renewed focus on China due to tech growth.
Hoi Tung, CEO of Ping An Overseas Holdings, notes shifting investment strategies due to reduced US reliability amid tensions.
He says China presents opportunities.
Aaron Costello of Cambridge Associates notes renewed European interest in China's tech sector after Covid skepticism.
Sentiment toward China is improving as investors reassess strategies.

Left

China's Energy Resilience

Bert Hofman, former World Bank Country Director for China, said at the China Development Forum in Beijing that China is well positioned as oil prices rise.
He noted China's diversified energy structure makes it less vulnerable than Japan and India.
Hofman emphasized China's advancements in renewable energy and its potential role mediating Middle East tensions.
He believes China's balanced energy approach and Gulf relations enable it to navigate market disruptions.

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Investors Embrace China

Investors at the Milken Institute Global Investors' Symposium in Hong Kong urge renewed focus on China due to tech growth.
Hoi Tung, CEO of Ping An Overseas Holdings, notes shifting investment strategies due to reduced US reliability amid tensions.
He says China presents opportunities.
Aaron Costello of Cambridge Associates notes renewed European interest in China's tech sector after Covid skepticism.
Sentiment toward China is improving as investors reassess strategies.

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