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How China’s generational shift is impacting its economy

Last Updated: November 25, 2025

A recovery is expected for China’s economy this year, now that its zero-COVID restrictions have been scrapped and government policy has become more supportive. However, its longer-term challenges, such as a shrinking workforce and inefficient allocation of resources, remain. As a result, an initial cyclical rebound is likely to give way to structurally slower growth over the long term.
So, what could this mean for your clients’ investment portfolios?
Swimming against the demographic tide

  • China
  • Geopolitics