China Economic Outlook: Rocky Road
China's innovation plan faces economic and trade challenges
As China’s policymakers recalibrate economic settings to match the country’s new five-year blueprint, they are increasingly prioritising technology and innovation. New drivers such as high-tech sectors are gaining traction, but traditional areas such as real estate still make up a large share of the economy and are weighing on growth.
China’s position as a global manufacturing and exporting powerhouse provides an offset to domestic weakness, but it is fuelling trade tensions with key partners. The U.S.-China trade truce is providing temporary relief, but elevated tariffs are still distorting trade flows, and the conflict in the Middle East is adding uncertainty. While China’s sizeable oil reserves and diversified import sources are a buffer against higher global commodity prices for now, but it won’t be immune to weakening external demand.
What lies ahead for China? Join the Moody's Analytics team as they unpack:
- Domestic growth drivers and drags
- The outlook for manufacturing and trade
- Tariffs and geopolitical risks
*If you have any questions, please contact asiaevents@moodys.com.
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SpeakersStefan Angrick Head of Japan and Frontier Market Economics Moody's Analytics
Sarah Tan Economist Moody's Analytics
Veasna Kong Senior Economist Moody's Analytics
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Stefan Angrick is the Head of Japan and Frontier Market Economics at Moody's in Tokyo. He holds a master's degree from Leipzig University and a PhD from the National Graduate Institute for Policy Studies in Tokyo. He has previously held positions with Oxford Economics, the Asian Development Bank Institute, the Bank of Finland, and Keio University.
Sarah Tan is an economist at Moody’s Analytics in Singapore. She is responsible for covering economies across the Asia-Pacific region. She holds a post-graduate diploma in EU Competition Law from King’s College London and a bachelor’s degree in Economics from the National University of Singapore. Sarah was previously an economist at Changi Airports International and a senior analyst at the Competition and Consumer Commission of Singapore.
Veasna Kong has joined Moody’s Analytics as a senior economist in the Asia-Pacific team, based in Australia. Veasna previously worked at the Australian Treasury where he managed a geoeconomics team. Before that he held various roles in international economics in both the private and public sectors. Veasna holds degrees in econometrics and business and currently lives in Canberra with his wife and two young daughters, following stints in Sydney and New York. In his spare time, Veasna enjoys cooking, hiking with his Airedale terrier Mango, tending to his native Australian garden, and attempting to stay fit.