
Slower growth and persistent deflation over 2023 and 2024 compelled the Chinese government to unlock a five-year fiscal stimulus package of up to 10 trillion yuan (approximately US$1.4 trillion). This comes on the heels of interest rate cuts by the Central Bank in the months prior, as well as the issuing of local government bonds to revitalize key economic sectors throughout the country. Even so, China is still an integral engine of global growth and accelerator of technological innovation. How are investors assessing the impact of government policies on investment opportunities? What strategies would help mitigate the risks associated with an evolving economic and geopolitical landscape? What sectors are the most promising for long-term growth?