📊 Analysts are targeting €450+ as momentum builds

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China Growth Slows to 3.6% in Q1 2026 China Q1 GDP 3.6% y/y, March PMI 50.1 and Feb trade surplus $58bn (Bloomberg, Mar 25, 2026) — signals slower growth but not systemic breakdown.

China Growth Slows to 3.6% in Q1 2026: China Q1 GDP 3.6% y/y, March PMI 50.1 and Feb trade surplus $58bn (Bloomberg, Mar 25, 2026) — signals slower growth but not systemic breakdown. 👈 Read full analysis #ChinaGrowth #GDP #EconomicGrowth #Investment #EmergingMarkets

JUST IN: California Governor Gavin Newsom praises China's economic performance: "China gets it, look at their GDP growth last year." 🇺🇸🇨🇳
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Economists urge Chinese local govts to target consumption to drive growth By Ellen Zhang and Kevin Yao BEIJING (Reuters) -Chinese economists urged local governments to focus on consumption to support economic growth over the next five years, as trade tensions weigh on exports and expose vulnerabilities in the economy. Liu Qiao, Dean of the Guanghua School of Management at Peking University, told a media event on Thursday that certain provinces could look at consumption growth or the increase of household disposable income to drive their economies. "I think this would send a message. China needs to have a different growth approach, and it’s time to give it a try," said Liu, who is also policy adviser to Beijing. Local governments have long used infrastructure investment and land sales to grow their economies, but both now face constraints. Commerce minister Wang Wentao said on Friday that China faces a complex situation during the next five years. "We will roll out targeted measures as the situation evolves, to further spur the momentum of goods consumption and release the potential of services consumption," he said at a press conference. Wang estimated China’s annual retail sales would surpass 50 trillion yuan ($6.97 trillion) by the end of 2025. Government advisers have been stepping up calls to make the household sector’s contribution to the economy a priority in Beijing’s 2026-2030 five-year plan. Top leaders are currently gathering proposals and the plan is expected to be approved by parliament in March. The world’s second-biggest economy grew 5.3% in the first half of the year despite concerns about sweeping U.S. tariffs. But economists are worried about deepening deflationary pressure. "Deflationary pressure is the biggest concern of the Chinese economy and China’s policy in the short term," said Yan Se, deputy director of the Economic Policy Research Institute at Peking University. Yan said that while monetary policy could offer a quick solution, the key was to improve people’s welfare. "Why don’t we raise the salary? Why don’t we raise the unemployment insurance? That will help not only to fight the deflationary pressures, but also help the Chinese economy to transition from a traditional manufacturing sector driven growth into a new quality productive force driven economic growth." With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Unsure where to invest next? Get access to our proven portfolios and discover high-potential opportunities. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech stocks, and Mid Cap stocks, you can explore various wealth-building strategies.

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China vows sustainable urbanisation after decades of breakneck growth © Reuters. FILE PHOTO: A Chinese flag flutters above the national emblem on the Great Hall of the People before the opening session of the National People's Congress (NPC) in Beijing, China March 5, 2022. REUTERS/Carlos Garcia Rawlins/File photo By Ryan Woo, Liangping Gao and Ellen Zhang BEIJING (Reuters) -China promised to build liveable, sustainable and resilient cities in the next phase of its urban development after the first top-level urban planning meeting in a decade, abandoning breakneck urban growth that once super-charged its economy. At the Central Urban Work Conference helmed by President Xi Jinping, China’s top leaders recognised that urbanisation was shifting from rapid growth to stable development, the official Xinhua news agency reported on Tuesday after the two-day meeting. Under China’s previous urbanisation model, cities were allowed to expand rapidly to boost economic growth by fuelling construction and property development. That led to the rise of "ghost cities" where homes were built but no-one bought them, rampant property speculation in other cities, and a nationwide binge on debt to fire up investment and development. "Urban development is shifting from a stage of large-scale expansion to a stage focused on improving the quality and efficiency of inventories," Xinhua reported, citing the meeting. The Central Urban Work Conference was last held in 2015, when China launched a massive state-backed redevelopment of informal settlements, which helped boost the country’s property market and fuelled the surge in housing speculation and prices. A decade on, China has limited room to repeat such large-scale stimulus, given the changed landscape of the property market that is now marred by oversupply and weak demand, analysts said. The property sector, which accounted for about a quarter of economic activity before it collapsed roughly four years ago, remains a drag on government efforts to achieve its annual growth target of around 5%. New home prices fell at the fastest monthly pace in eight months in June, official data showed on Tuesday, adding to calls for additional market support. But the urban planning conference promised no quick fix to falling home values, with Xinhua saying China would "steadily push forward" with the renewal of urban villages and dilapidated homes. The conference is unlikely to bring about any near-term changes to the property market, said Xing Zhaopeng, ANZ’s senior China strategist, with the emphasis on construction as a means to an end and not an end itself. "Under the new paradigm, real estate’s relationship with the macroeconomy will transform from being a driver to an outcome," Xing said. PEOPLE-ORIENTED Previous decades of red-hot urban development helped transform China into the world’s second-largest economy after the United States. The growth of Chinese cities had a knock-on effect on global markets as developers demanded more steel, concrete, brick and glass. But the urbanisation, especially in China’s rural interior, led to cities with no reason to exist aside from property, at a time when more and more people were flocking to booming coastal cities. The urbanisation capacity of cities will be improved, Xinhua said, suggesting a close eye on any runaway buildup that could lead to imbalances in supply and demand of urban resources. Large, medium-sized and small cities, as well as small towns, will be developed in a coordinated way, Xinhua said. Development will focus on building green and low-carbon cities, with super-tall skyscrapers to be strictly limited and urban flood control systems strengthened, the news agency said. Urban development should be more "people-oriented".

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Asia-Pacific markets mostly rise after China's second-quarter growth beats estimates - CNBC Asia-Pacific markets mostly rise after China's second-quarter growth beats estimates  CNBC

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Hong Kong stocks surge as China’s second-quarter growth exceeds expectations - South China Morning Post Hong Kong stocks surge as China’s second-quarter growth exceeds expectations  South China Morning Post

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Hong Kong stocks waver as investors assess China growth, Middle East - South China Morning Post Hong Kong stocks waver as investors assess China growth, Middle East  South China Morning Post

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Lululemon's China sales surged 41% in 2024, with store count surpassing 150. Now the third-largest foreign sportswear brand in China, the company's strategic expansion is paying off.
Dao Insights

Read more: www.valuethemarkets.com/analysis/lul...

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Citi sees opportunities from China’s consumption-led growth amid tariff worries Investing.com-- Citi analysts have upgraded China’s consumer sector to "overweight," citing opportunities in the country’s shift toward domestic consumption-led growth amid U.S. trade tariffs, according to a recent research note. Citi analysts highlighted China’s economic transition from investment-driven expansion, with government stimulus expected to benefit consumer, internet, materials, and technology sectors. Citi added hotel chain Atour Lifestyle (NASDAQ:ATAT) to its top buy list as a domestic consumption play, replacing Haier, and downgraded transportation to "neutral" due to tariff-related freight risks. "Externally, China appears to be standing firm in response to US trade policy, but it also appears open to discussion," the analysts wrote, noting moderate stimulus measures such as consumption vouchers and monetary easing could bolster demand. Sectors like communication infrastructure, hardware, and solar are most vulnerable to U.S. tariffs, while banks, insurance, and utilities face lower exposure, according to Citi. Citi raised its Hang Seng Index target by 2% to 25,000 by end-2025, a 9.8% upside, citing inexpensive valuations. However, earnings cuts persist, with industrials and materials sectors seeing the sharpest downgrades, analysts added. Citi also flagged potential U.S. ADR delisting risks for Chinese firms in internet, consumer, and healthcare sectors, but noted that many already have Hong Kong listings as contingencies.

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Factbox-Global banks cut China growth forecasts as trade war deepens SHANGHAI (Reuters) - Global investment banks are lowering their projections for China’s economic growth this year as U.S. President Donald Trump’s aggressive tariffs are expected to take a toll on the world’s second-largest economy. Some of the banks had upgraded their forecasts for China just a month ago, encouraged by signs of improvement in the sputtering economy in the first two months of the year. Sino-U.S. trade tensions have intensified after Trump announced reciprocal tariffs on April 2, leading to tit-for-tat duties on each other’s goods. By April 11, China was all but under a U.S. trade embargo as tariffs rose to 145%. Gross domestic product growth in the first quarter is forecast at 5.1% year-on-year, while full-year expansion is predicted to hit 4.5% in 2025, compared with last year’s 5.0% pace, according to a Reuters poll, falling short of the official target of around 5.0%. China is due to release its first-quarter GDP data and activity indicators on Wednesday. Here is a summary of some forecasts for the China’s GDP. NEW (PREVIOUS) INVESTMENT 2025 2026 HOUSE CITI 4.2% (4.7%) GOLDMAN SACHS 4% (4.5%) 3.5% (4%) UBS 3.4% (4%) 3% (3%) ** In the previous factbox, some of the institutions raised their GDP forecast for this year following some early signs of economic recovery. KEY QUOTES: ** UBS "Under our current new baseline assumptions, we estimate tariff hikes this year to pose a more than two-percentage-point drag on China’s GDP growth. We expect China’s exports to the U.S. to fall by 2/3 in the coming quarters and its overall exports to fall by 10% in USD terms in 2025, the latter also takes into account slower U.S. and global growth. While tariff exemptions will likely reduce the inflationary pressure somewhat in the U.S., we expect they are unlikely to affect importers’ desire to find alternatives to imports from China. Therefore, we expect continued negative impact of the tariff hikes on China’s exports in 2026." ** CITI "We see little scope for a deal between the U.S. and China after recent escalations. Domestic policies could focus more on demand expansion. We expect additional funding of 1 to 1.5 trillion yuan ($205 billion) while policy implementation accelerates. The People’s Bank of China (PBOC) could cut policy rates by 40 basis points and reserve requirement ratio (RRR) by 100 basis points. Policy constraints such as the exchange rate and debt management could stay, however. With prolonged elevated uncertainties, policymakers could choose to keep more powder dry." ** GOLDMAN SACHS "Recent events have underscored the speed with which President Trump can alter tariff rates, while also highlighting the likelihood that high tariffs on Chinese goods will persist. We estimate that 10 to 20 million workers in China may be exposed to U.S.-bound exports. The combination of extremely high U.S. tariffs, sharply declining exports to the U.S., and a slowing global economy is expected to generate substantial pressures on the Chinese economy and labor market." ($1 = 7.3052 Chinese yuan renminbi)

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Citi slashes China growth outlook for 2025 amid U.S. trade tensions Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

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Citi slashes China growth outlook for 2025 amid U.S. trade tensions hereremove ads Latest comments Install Our AppScan QR code to install app Google Play App Store Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

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