To what extent will slowing exports, regulatory reform, a ‘zero-Covid’ policy, and a cooler property market drag on China’s growth momentum both in 2022 and over the medium term? Should investors get used to – just – 4%-5% annual GDP growth in the world’s second largest economy?
In this video – part of our 2022 Investment Outlook ‘Shooting the rapids’ – we highlight the effects of Beijing’s preference for high-value manufacturing and hard tech production as part of an industrial migration process that should produce extra growth. Its efforts to achieve carbon neutrality by 2060 should open up new growth areas and investment opportunities, replacing the sunset sectors.
Watch our assessment of China’s growth outlook and the positioning for investment strategies