Investors polled by InvestmentEurope on the question whether they will "have to increase their exposure to China over time" have answered 100% 'Yes', according to the poll results.
This comes despite near term questions raised over the pace of economic growth in China, and the impact on furture investor returns. However, the Chinese monetary response - recently proposing easing - has been seen as a positive development by markets, despite uncertainty sparked by the trade war with the US.
Vincent-Frédéric Mivelaz, market analyst at Swissquote Bank, noted that the policy response in China "pleased investors".
"The announcement comes after constructive trade talks between the US and China, and the Chinese central bank's announcement to cut banks' reserve requirements by 1%. Will the bank ease its policy rate this year? This remains to be seen, as official numbers on Chinese growth in 2019 will be published during the National People's Congress in early March...although Chinese exports fell 4.4% in annual terms, news of the government interventions boosted markets."
Angus Chiang, portfolio manager at Trium Capital, added: "History does not repeat itself, but it often rhymes. At the beginning of the century, when China was faced with the challenge of opening its economy to world trade, it embarked on a series of economic reforms. At the time, the US was at the height of the dot-com bubble. Fast forward to now, with a looming trade war, China is embracing another round of reforms - upgrading domestic industries, assisting small and medium-sized enterprises, and sophisticating domestic capital markets. By contrast, continued US economic expansion is far from certain, yet valuations are at a decade high."
"The year 2000 remains the only year in recent history where the Chinese stock market rose substantially, while the rest of world suffered a significant decline. Four years later, the Shanghai Composite Index was still cumulatively positive, while the S&P 500 remained negative. If I am to invest today, I know where I will put my money."
Echoing the forward opportunities, Andy Rothman, investment strategies at Matthews Asia, recently put forward his views in a video update, suggesting that ongoing strong income, mild CPI inflation, high household savings and low household debt, would contribute to driving the Chinese economy.
The micro story
Developments in China are, of course, not only steered by decisions from the top down.
For example, Chinese Fortune Global 500 business Evergrande Group announced on 15 January that it is buying a 51% stake in Nevs, a business that describes itself as a new energy smart car maker, and which arose out of the ashes of Swedish car maker Saab.
Nevs has car making plants in Tianjin, China, and Trollhättan, Sweden, and has started to build another in Shanghai. This requires capital, including for research and development of future electric vehicles. This is where Evergrande Group comes in: it has some 140,000 employees globally, and has reported annual sales of RMB550bn (€71.2bn).