Insights

  • China’s industrial policies, a help or hindrance?

    12 June 2026

    In the short run China’s economic outlook is clouded by the war in Iran and the double blockade of Hormuz, as rising prices dampen global demand ‒ although so far China’s exports are holding up better than expected Longer term there are both internal issues (weak domestic demand, unfavourable demographics, corporate fragilities) and external challenges (de-risking) to overcome before China achieves its dreams of national rejuvenation Further upgrades to China’s technological and manufacturing capabilities remain the chosen solution for overcoming

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