That's the view of Caroline Cai, CEO of U.S.-based Pzena Investment Management.
"This is really for the first time in the last seven, eight years where we think you're getting paid to expose yourself to China," Cai told "CNBC Squawk Box Asia" this week.
The investment firm has ramped up its exposure to Chinese equities in the last two years.
"It's not because we have a particularly positive view on longer term Chinese macro, we kind of think things are pretty challenging.
"Our view is, if the risk is obvious to everyone, at least you're getting paid to take some exposure," she added.
Persons:
Caroline Cai, Cai, we're, Adam Coons, CNBC's
Organizations:
Pzena Investment Management, CNBC, Winthrop Capital Management, People's Bank of China
Locations:
China