Nuclear power is no silver bullet

In today’s issue:

• Find out what China’s recent economic stimulus package really means for markets
• Learn how a potential Trump presidency and escalating trade tensions will affect China’s economy
• Discover how to position for China’s evolving market landscape, including opportunities in green tech and underpriced market catalysts

The Fortune & Freedom team may be on their Christmas break, but the service remains active as usual.

As such, we will be showcasing some of our top Fortune & Freedom articles of 2024, including this insightful interview with Dr. Xiaolin Chen, Head of International at ETF provider KraneShares, where she discusses what investors can anticipate from China in 2025.

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What investors can expect from China

For investors, it’s hard to know exactly what to make of China at the moment.

From a hyped recent economic stimulus package that failed to live up to expectations to the implications of a Trump presidency, it’s easy to think that a stock market rally in China will now all but fizzle out.

Yet, look elsewhere and China’s PMI is on the rise, retail sales are improving and corporate earnings are consistently surpassing expectations.

To help make sense of it all, last week I spoke to Dr Xiaolin Chen, head of International at KraneShares, an ETF provider with a strong focus on China.

In this interview, Xiaolin shares her insights on some of the most pressing issues facing China’s economy today and their implications for investors.

The conversation kicks off with a look at China’s recent economic stimulus package, examining why it left some investors disappointed and what it might signal for China’s stock market and economy in both the short and longer term.

Xiaolin then touches on the potential impact on demand for construction materials like iron ore and copper, as China’s property sector crisis weighs on the broader economy.

The discussion also ventures into geopolitical territory with a focus on how a potential second Trump presidency might shape US-China relations. Xiaolin provides perspective on how tariffs and trade tensions could influence China’s economy and markets, alongside expectations for commodities, green tech and other renewable energy industries in China, which are critical to global clean energy transitions.

Of course, for those looking to invest in China, Xiaolin also covers how investors should consider positioning in light of recent changes, as well as potential catalysts for growth that might not yet be reflected in the market.

Xiaolin explains exactly what a re-rating of Chinese equities could look like and her expectations for what’s to come.

If you’re interested to learn more about the forces shaping China’s future and the global economy, then click on the video link below.

Until next time,

James Allen
Contributing Editor, Fortune & Freedom

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