Temasek’s Rohit Sipahimalani: China Assets Attractive to Global Investors

The signal here is less about China's appeal in the abstract than about where a long-horizon sovereign investor sees durable value: AI, advanced manufacturing and green investment, rather than broad beta. That framing matters for other institutional allocators weighing China exposure, since Temasek's stated willingness to keep participating constructively in the capital market carries weight as a bellwether. The open question is whether this positioning reflects a genuine shift in global sentiment or remains a minority view, and whether other large allocators follow with their own allocations rather than rhetoric.