IBKR Podcasts Why Chinese Markets Are Back on Investors’ Radar
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Jan 21, 2026 Xiaolin Chen, Head of International at KraneShares, shares insights on the resurgence of Chinese markets in early 2026, attributing it to supportive policies and a reopened IPO pipeline. He highlights significant shifts in focus towards AI commercialization and the importance of the 15th Five-Year Plan. Real estate concerns are fading as investors turn to emerging sectors. Chen discusses China's strategic trade diversification and the growing link with ASEAN and Europe. This dynamic landscape is reshaping global investment opportunities.
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Policy And IPOs Spark Quick Rally
- Chinese markets rallied quickly in early 2026 as policy support and IPO openings converted long‑waited tech companies into public listings.
- Investors on the sidelines rushed in when supply of AI and tech IPOs finally materialized.
Fifteen‑Year Plan Refocuses Priorities
- China’s 15th Five‑Year Plan centers on boosting domestic consumer wealth, AI self‑sufficiency, and leading-edge tech.
- Policy is intentionally accommodative, prioritizing domestic growth while managing global uncertainties constructively.
Real Estate No Longer Center Stage
- Real‑estate concerns have receded because Chinese households are not highly leveraged and the sector has already consolidated.
- Investors are shifting capital toward technology and new market opportunities instead of waiting on property recovery.