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Investment Weekly

China’s policy boost
18 July 2025
    Articles

    Chart of the week – China’s policy boost

    Chart of the week – China’s policy boost

    This week’s raft of economic data out of China delivered a mixed picture, with continuing sector divergence, domestic supply-demand imbalances, and muted inflation. From here, generally stable conditions could give policymakers space to focus on structural priorities and long-term strategies for resilience, rebalancing, and quality growth. That policy put is a ready-made market catalyst that can potentially drive returns both locally and across other emerging markets.

    More from this week:

    Market Spotlight

    • Private equity – ready for a rebound?

    Lens on…

    • Quality time
    • Curve appeal
    • Vietnam at the frontier

    Read the full commentary PDF, 553KB

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