Crouching tiger, hidden powerhouse: Why China's re-emergence as a global player must not be sniffed at

Deep Dive into China

clock • 6 min read

This year has made no sense in so many ways. Given all the economic disruption wrought by global lockdowns, few would have guessed the markets would be up for the year.

China is perhaps less surprising than other markets as  it dealt with the virus rapidly and effectively. China has been solid with a rebound in the majority of macroeconomic metrics in what is now a predominantly domestic demand driven economy.  In addition, China's equity markets look less vulnerable to valuation shocks because of the country's bond yields, which are back to where they were pre-coronavirus. One risk to Chinese equities would come from any loss of control over the virus, but that seems unlikely at this point. Social commerce in China: teleshopping redux China's out...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

What happened to China in 2023?

What happened to China in 2023?

Nine experts debate

Investment Week
clock 16 January 2024 • 5 min read
China unveils new blue-chip index in bid to boost investment in Beijing listings

China unveils new blue-chip index in bid to boost investment in Beijing listings

CSI A50 index

Eve Maddock-Jones
clock 05 January 2024 • 1 min read
Arcus Investment's co-founder: Japanese renaissance

Arcus Investment's co-founder: Japanese renaissance

2024 Japan outlook

Peter Tasker
clock 22 December 2023 • 4 min read
Trustpilot