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Front of mind | Video - 3:36 MIN

Assessing China’s growth outlook

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 OutlookShooting 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


Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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