Why Now?
Hard landing? Not even close.
China's GDP growth is stabilising. The country is riding on the dual trends of a growing tech and consumer culture.
From almost nowhere, its private companies are becoming world-beaters in high-growth tech sectors, from smartphones to civilian drones, e-commerce to ride-sharing.
Impending inclusions of Chinese equities and bonds to global indices will bring new investment ideas, and integrate its massive capital markets with the global financial system.
Even if you have shied away from China, its evolving story will impact your portfolio.
The time has come to put China on your watchlist; understand the dynamics that are driving New China.
New Growth Model
The transition towards new, advanced-economy growth drivers offers a route to sustainable economic development.
Centrally Planned Economy
China's unique authoritarian-capitalist model has evolved to thrive in a global free market.
Belt and Road Initiative
The audacious Belt and Road Initiative will cover about 65% of the world's population, and transport a quarter of all the goods and services in the world.
Tech Powerhouse
China outlines its vision to become the leading player in science and technology globally by 2030.