Overseas investments are more strategic and diversified, creating growth opportunities, but also raising geopolitical and regulatory risks, with uneven effects across recipient sectors and countries.
Investment is shifting toward renewable energy generation, grid infrastructure and clean-energy supply chains in BRI countries and emerging markets. Geopolitics will increase execution risk.
Technology, logistics and travel services are emerging as key growth engines for Chinese companies as they harness AI to customize offerings, improve quality and reduce costs.
For companies facing intense domestic competition, overseas expansion offers new sources of demand and diverse earnings. Risks vary, depending on the sectors and overseas markets companies operate in.
Intensifying competition from imports is compressing margins and slowing industry upgrading, with uneven but rising credit risks across sectors and countries.
China’s move up the manufacturing value chain together with persistently high energy costs and a strong euro are already squeezing margins in Europe’s energy-intensive and mid-technology sectors.
For the region’s manufacturers, especially in Brazil and Argentina, rising import competition from Chinese goods and the concentration of low-value commodity exports to China are growing risks.
China is pushing the development of new growth drivers, including electric vehicles and clean energy, but it faces challenges in the road ahead.
Product and price competitiveness, a large domestic market, diverse export destinations, and significant expected demand will support China’s clean energy manufacturing.
EV sales will continue to rise over the next 3-5 years. Government regulation will push automakers to produce more while rising consumer acceptance will drive demand.
The breakthrough of DeepSeek 's low-cost open-source large language models has heightened competition and propelled adoption in China's AI industry.
China could meet its 2030 autonomous driving goals this year. The rapid progress of this technology will benefit sectors from autos to telecoms and, in the longer term, help the economy overall.
Using a top-down approach, we assess the annual investment needed in the power sector over 2024-50 to achieve China's 2060 goal to be 1.1%-1.5% of GDP.
Read more on global construction and homebuilding companies, including Chinese property developers.
Read more on China’s local government financing vehicles, also known as LGFVs, that primarily finance, invest in and operate public infrastructure and social welfare projects on behalf of regional and local governments.
Browse our curated list of events. Hosted throughout the year across multiple regions and on a wide range of topics, we explore the risks and opportunities behind the most topical market issues. Use our calendar to find webinars and in-person conferences across a variety of sectors, industries, and key risk areas
