One of Wall Street's heavyweight players isn't backing away from Chinese equities despite the noise. Their onshore hedge fund just wrapped up 2025 with a solid 45% gain, riding the wave of the local market's momentum.

The bull case remains intact for this year. What's driving the conviction? A combination of supportive policies, economic resilience, and valuations that keep attracting capital from institutional players looking to diversify beyond traditional Western markets.

For crypto investors tracking macro trends, this matters more than you'd think. When major asset managers maintain or increase exposure to Asia's largest economy, it signals confidence in regional growth—something that often correlates with broader digital asset sentiment and emerging market capital flows.