Asia’s Ultrawealthy Boost China Exposure Amid AI Boom and Falling Rates

Asia’s ultrawealthy AI investment strategies are shifting toward Chinese equities to capture gains from an AI-led market rally and easing interest rates, private bankers say. Confidence has improved since Q2 2025 on resilient activity, AI-driven earnings and renewed rate cuts despite US-China trade frictions. Wealth-X estimated that regional fortunes of individuals worth USD30m or more rose 10% in the first half, lifting risk appetite. Capital flows are gravitating toward Hong Kong and mainland markets, spurred by AI leaders like DeepSeek, a revival in IPOs and ample household savings. The Hang Seng has gained 26% year to date and the CSI 300 about 15%, underscoring renewed wealth momentum across Greater China.