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Investment Weekly

China’s household wealth exposed to property
14 February 2025
    Articles

    Chart of the week – China’s household wealth exposed to property

    Chart of the week – China’s household wealth exposed to property

    It’s been a good start to the year for investors in China’s stock market. The MSCI China index is already up over 6 per cent, outperforming the wider EM index and the US. A big driver of recent gains has been a rally in China’s tech companies – and we think China equities remain well positioned to do well in 2025. Nevertheless, with a big chunk of China’s household wealth tied up in property, the real estate slump remains a major challenge, and with it the threat of sustained deflation.

    More from this week:

    Market Spotlight

    • Asia credit outlook

    Lens on…

    • CPI surprise
    • Africa as a growth leader
    • Mexican market resilience

    Download the full report PDF, 4.33MB

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