Drop-In: China Outlook – Can policy turn weakness around?

Our proprietary China Activity Proxy shows growth running well below the official figures. Will this weakness persist into 2026 in the face of Trump tariffs and structural headwinds, or can government efforts to boost consumption and rein in overcapacity turn the tide?

Join our China team for this special briefing on Thursday 9th October at 0900 BST/1600 SGT all about what lies ahead for China’s economy and financial markets. This 20-minute session is an opportunity to get your macro and market questions answered as the team highlight key takeaways from our latest China Economic Outlook, including:

• Why exports will no longer provide the same support to growth – and why this goes beyond tariffs;
• Whether government measures to curb overcapacity will be enough to tackle deflation;
• What the stimulus and reform outlooks could mean for the economy’s trajectory in 2026;
• Whether Chinese equities can continue to rally into 2026.