On CNBC Asia, our Partner Polka Mishra discussed the shifting dynamics of global markets and why China remains a compelling long-term opportunity. China’s policy prioritization on industrial modernization and tech self-reliance are among the key reasons to be positive on this market.
For investors considering renewed exposure to China, Polka noted that opportunities lie across industries aligned with this agenda:
🔹Technology and semiconductors
🔹Infrastructure, power, and green energy
🔹Financial services
She also highlighted that global portfolios remain heavily tilted toward U.S. assets, but investor preferences are starting to broaden. As we move into 2026, Asia’s markets including China, India, Japan, and Korea are seeing revived interest, supported by healthier valuations and improving fundamentals across the region.
🎥 Watch Polka’s full interview here: https://www.cnbc.com/video/2025/11/12/chinaas-push-for-industrial-modernization-and-tech-independence-drive-positive-growth-story-javelin-wealth-management.html
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