China Economy

Reopening and cheap valuations are just a few of the reasons investors should be looking at China next year.

We expect China’s economy to stay on a bumpy path and the real estate sector to improve only gradually.

With China unlikely to give up its zero-COVID stance, we expect another month of disruption in the mainland before the situation normalizes in May.

Investors who want to diversify their global portfolios should certainly consider China, as policymakers there are charting a different course to their western counterparts.

Our trip in May took us to 16 cities and included close to 90 meetings and visits to 20 manufacturing plants. In our travels, we spoke with a large cross section of people, from corporate executives and private entrepreneurs to rural villagers and young urban dwellers.