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China Investment Strategy EMEA Virtual Roundtable - March 12, 2025

China Investment Strategy

Key Topics for China Investment Strategy Virtual Roundtable

China’s economy and equity market have increasingly diverged, with new economy sectors and tech stocks outperforming, while the broader domestic economy remains stuck in a deflationary cycle. Meanwhile, a second Trump term is set to take a hawkish and disruptive approach to trade policy with China, adding another layer of uncertainty.

What lies ahead for China’s economy in 2025? How should investors navigate the evolving landscape of Chinese equities?

At this Roundtable, Jing will discuss the following key topics: Policy Outlook: Key takeaways from the National People’s Congress

  • Economic Turning Point: Has China’s slowdown bottomed out?
  • Property Market in 2025: Signs of stabilization or further turbulence ahead?
  • Tariff Risks & Policy Response: How might Beijing navigate trade tensions?
  • DeepSeek & Chinese Tech: Hype vs. reality—what’s next for the sector?.
  • Equity Market Opportunities: Are there compelling bargains for investors?

Reserve your spot today!

  • Date: Wednesday, March 12, 2025
  • Time: 12:30-13:30
  • Location: London
 

Jing Sima

China Investment Strategy

Jing Sima is a Strategist for our China Investment Strategy service. In this role, she evaluates the cyclical trajectory and structural themes driving the Chinese economy, providing actionable investment recommendations for China and the Greater China region.

Jing rejoined BCA in May 2024 after two years as an investment consultant. She is a highly regarded authority on China’s monetary and economic policies, previously recognized by Business Insider as one of the top 10 strategists for investing in China. Before her initial tenure at BCA, Jing worked as an Economic Policy Consultant at CS Global Strategies and served as a Senior Economist overseeing the Emerging Markets Research Program at The Conference Board. There, she developed the flagship product and various frameworks for predicting turning points in China’s business cycles.

Jing holds an MBA in Finance and Investment from Baruch College, City University of New York, and a BA in Economics from the Capital University of Economics and Business in Beijing.