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Market Views: How are Asian investors positioning China amid weak domestic activity?

Heather Ng
China’s 5% growth in 2025 met official targets but the numbers masked deep sectoral divides and persistent weakness on the home front.
Market Views: How are Asian investors positioning China amid weak domestic activity?

China’s economy grew 5.0% last year, meeting the government’s official target but the data masked stark sectoral imbalances. Export-oriented manufacturers delivered robust gains, while industries reliant on domestic demand faltered.

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