This post was created in partnership with SGX. 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 often been concentrated in Singapore stocks and US equities. That has worked well in recent years. But it also means my portfolio can end up leaning heavily on just selected markets and themes. What caught my attention is that parts of China’s onshore market have been holding up better than many investors may expect.  Over the past one year, as of 14 Apr 2026 according to Factset data, Chinext was up 97.2% in USD terms, outperforming the US Nasdaq’s 41.3%, while the Shanghai Composite (up 35.6% in USD terms) and CSI300 (up 37.7% in USD terms) have also outperformed the S&P 500’s 28.9%.  This is why I have been paying closer attention to China A-shares, which...