The Year of the Fire Horse – will China gallop ahead?

'Beneath the volatility, structural trends emerge'

clock • 3 min read

Janet Mui explores the investment case for China as we step into the Year of the Fire Horse...

As China enters the Year of the Fire Horse, it faces a mixed economic picture. While deflationary pressures persist and the property market remains weak, there are definite bright spots, particularly in technology and artificial intelligence (AI) innovation. Consumption growth may remain elusive for now, but it also represents significant potential as the country continues its transition from an infrastructure-led model toward one driven more by domestic consumption. China has demonstrated its ability to respond to economic pressure through targeted policy pivots and industrial sup...

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