China: Past its peak?

Long-term challenges

clock • 3 min read

After a brief burst of activity following the end of its zero-Covid policy, China’s economy appears to be stuttering, and doubts are growing over whether it will ever regain its super-charged rates of growth.

Following the scrapping of zero-Covid restrictions and more supportive monetary policy, China's economy has enjoyed a widely expected bounce. However, we had been saying it would probably be short-lived, and it is already showing signs of losing steam - the latest data on Chinese production, retail sales and investment all disappointed expectations. China's reopening brings optimism but investors remain wary But investors may have not yet fully accounted for China's diminished longer-term growth prospects. Many still see China as a place to invest for superior profit growth oppo...

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