The road ahead for Chinese equities

Amid a myriad of challenges, China’s stock market has continued to perform well in 2025. Tariff uncertainty does, however, continue to affect economic growth and market sentiment, causing investors to question whether equities can continue achieving top returns. Trade measures will impact export-heavy companies, forcing them to reassess their business and investment strategies. Fiscal measures aimed at unlocking the country’s savings pool will look to reduce the impact of trade drama. Companies within China such as DeepSeek, which shook markets earlier this year, continue to excel. The country...