Is it the right time to invest in China?

Headline numbers would suggest everything is tip-top in China. It remains the world's second-largest economy; it clocked a better-than-expected GDP growth in the first quarter of 2024; its company earnings, especially in the industrials, utilities and IT, are expected to rebound, according to Goldman Sachs; and its global share of manufacturing may be higher (at 38 per cent) than it was in 2020 (around 35 per cent) despite the West's China + 1 policy, as per Economic Times. Upon closer inspection, though, you'd find some home truths about the country. Its real estate, comprising ne

This article was originally published on July 12, 2024.