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Investment Weekly

China’s policy space
07 March 2025
    Articles

    Chart of the week – China’s policy space

    Chart of the week – China’s policy space

    China’s annual National People’s Congress got underway in Beijing this week. Against a backdrop of trade tensions and economic headwinds, all eyes were on further policy support. Overall, the plans confirm a Chinese policy put to support growth. In a global context, it comes amid a fiscal sea change in Europe and fading US exceptionalism. Combined, these factors are enabling one of our key investment themes: a “broadening out” in global stock markets, with economic policies highly differentiated across jurisdictions.

    More from this week:

    Market Spotlight

    • Reading the economic tea leaves in Asia

    Lens on…

    • Whatever it takes - German edition
    • Some light relief for emerging markets
    • The X factor

    Download the full report PDF, 547KB

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