Last month’s 20th National Party Congress in Beijing has certainly created many points of discussion, debate and speculation. After weeks of build up and anticipation, it delivered a result which exceeded most expectations and has settled, at least for now, the direction of China’s Communist Party in the medium term and the continued leadership of President Xi Jinping for an unprecedented third term.
My friends at Open Door have done a good job of presenting their Key Takeaways from the 20th Party Congress to those of us searching for news on the future direction of China’s economy and an interpretation of President Xi’s comments during the NPC meeting. Areas of particular interest include:
- The balancing of security versus economic progress and development
- Interpreting the impact of “Common Prosperity”
- The future of the property and technology sectors
- The easing of the Covid zero policy
- Foreign policy and the military, including areas of particular interest: Taiwan and Hong Kong
Please go ahead and download the paper from this link and forward to others who have an interest in a balanced and objective view of what was said and how it will be viewed by the markets.
Also, mark your calendars now to attend our weekly “China Invest” interviews designed to bring you the latest news and views from some of China’s leading Fund Managers over the next five weeks. Our guests will be sharing their thoughts on the outlook of Chinese markets in 2023 and answering questions . You can attend live or download each interview later as a podcast. Please register here to receive more details, including the link to attend the live interviews and the opportunity to ask questions. Hope to see you there.
Source: David Thomas, China Expert, ChinaInvest
