This post was created in partnership with CSOP Asset Management Pte. Ltd. All views and opinions expressed in this article are Beansprout's objective and professional opinions.

What happened?

Like many Singapore investors, much of my growth exposure has been concentrated in Singapore and US blue-chip stocks. But while I was focused on the S&P 500 and the local market, China’s stock market quietly delivered one of its strongest years in a decade. The Shanghai Composite repeatedly touched ten-year highs, while the CSI A500 Index — which tracks 500 of China’s largest and most liquid listed companies — gained around 23% in 2025, ahead of the S&P 500’s roughly 16%. What also stood out was how China held up during the recent Middle East conflict.  Chinese equities were more resilient than many regional and global markets.  This made me think more carefully about diversification and what kind of exposure could help...