China wants to play the long game with the U.S. What that means for Chinese stocks

As U.S.-China tensions escalate and overall market volatility rises, investment strategists expect Chinese stocks will hold up as the country doubles down on tech development. "For now I think as long as people's sentiment on [the] U.S. is slightly positive, sentiment on China will continue to be positive," said Liqian Ren, leader of quantitative investment at WisdomTree. She pointed out that the U.S. Federal Reserve easing interest rates supports both the U.S. and Chinese stock markets. In addition, rather than seeing Chinese stocks as broadly uninvestible, international investors are starting to realize that owning some of the stocks could be a good long-term bet, primarily in tech, Ren said. That shift in sentiment picked up earlier this year after DeepSeek's AI breakthrough surprised g