2025 China Outlook: The Impact of Policy, Reform, and US-China Relations скачать в хорошем качестве

2025 China Outlook: The Impact of Policy, Reform, and US-China Relations

China’s markets could see a "re-rating" in 2025 as foreign capital starts to return. China's unprecedented stimulus measures, including rate cuts, homebuying incentives, a RMB 500 billion stock market stabilization fund, and substantial relief for local governments, laid the foundation for a strong equity market recovery last year. Additionally, China’s low government debt-to-GDP ratio compared to other major economies means it has significant fiscal flexibility to drive growth further in 2025. On the geopolitical front, a potential “grand bargain” with the second Trump administration may ease trade tensions and further enhance investor sentiment. For those seeking exposure to China’s dynamic growth sectors, such as internet and e-commerce, we believe 2025 offers a compelling entry point to capitalize on a market poised for sustained recovery. Join KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen for a webinar where they will cover: How recent 2024 stimulus measures have set the stage for continued growth in 2025 for China's markets The potential for healthcare reforms and changes to China’s internal migration policies, or “hukou system,” to boost consumer confidence Exploring the effects of a second Trump administration on US-China trade and investment Why Chinese internet and e-commerce companies are poised to benefit in 2025 Comprehensive Q&A For KWEB standard performance, top 10 holdings, risks, and other fund information, please visit https://kraneshares.com/kweb. For KBA standard performance, top 10 holdings, risks, and other fund information, please visit https://kraneshares.com/kba.