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Investment Weekly

China’s revised profit outlook
24 October 2025

    Chart of the week – China’s revised profit outlook

    Chart of the week – US bounces back - but still less exceptional?

    A raft of new economic data out of China provided some encouraging news ahead of this week’s Fourth Plenum meetings and the drafting of a new five-year economic plan. Meanwhile, in markets, profit growth expectations for Chinese stocks in 2026 have stabilised over the summer and are now positive, and trending higher.

    More from this week:

    Market Spotlight

    • Real deal

    Lens on…

    • Spread thin
    • Crunch time for the GRANOLAs?
    • As good as gold

    Read the full commentary PDF, 3.41MB