Allianz GI’s William Russell: China assets now a strategic allocation for global investors

The shift in framing from timing to method signals that China exposure is being treated as a structural portfolio component rather than a tactical trade, which matters for how allocators size and govern it. The comment is notable because it comes from a large global asset manager speaking at a mainland exchange event, suggesting continued appetite despite recent volatility. The open question is whether this strategic framing translates into durable allocation flows or remains mostly rhetoric while volatility persists.