January 8, 2025
On January 8, 2025, NF Trinity’s Managing Partner & CIO, Helen Zhu, was featured on “Bloomberg TV: The China Show” with hosts David Ingles and Rebecca Choong Wilkins. The conversation centred on the heightened attention investors are paying to external factors influencing China’s economy. Helen noted that the primary concerns are related to trade dynamics and various geopolitical issues that could impact market sentiment and economic performance. While there have been some positive signs in consumption, travel, and the housing market, Helen emphasized that these areas are stabilizing rather than fully recovering, and investors are looking for more concrete evidence of economic improvement.
A significant portion of the conversation revolved around the incoming Trump administration’s trade policies. Helen highlighted that the prolonged uncertainty in trade discussions could hinder consumer and business confidence, ultimately impacting spending and investment decisions, and creating broader challenges for the global market. She stated that pragmatic approach to trade talks would be beneficial not just for China but for the global economy.
Helen conveyed a cautious optimism. While there are signs of improvement, the future trajectory of China’s economy will largely depend on external factors such as trade negotiations and geopolitical stability.
For Video Playback, please visit:https://www.bloomberg.com/news/videos/2025-01-08/watching-china-s-external-headwinds-nf-trinity-s-zhu-video?srnd=phx-economics-v2
