Economic Growth - China's economy grew at 4.8% in the July-September quarter, marking the slowest annual pace in a year, attributed to trade tensions with the U.S. and weak domestic demand [1][2] - The World Bank predicts China's economy to expand 4.9% in 2025 and 4.4% in 2026, while S&P Global economists project a slip in GDP growth for 2026 [5][6] Trade and Exports - Despite U.S. tariffs, China's overall exports remained resilient, with global exports climbing 8.3% in September, although exports to the U.S. fell by 27% year on year [4] Monetary Policy and Economic Support - To counter the slowing economy, China may implement policy easing, including slashing the reserve requirement ratio and interest rates in 2026 to support liquidity and an easy money policy [7][8] - The central bank aims to boost domestic demand and improve supply while managing financial risks [8] Corporate Earnings Outlook - Goldman Sachs forecasts corporate profit growth to accelerate to 14% in 2026 and 2027, up from an expected 4% in 2025, driven by advances in artificial intelligence and supportive policies [12] - Interest in China ETFs is reviving due to policy easing and resilient exports, with expectations of earnings growth in tech and small-cap sectors [11] Market Projections - The MSCI China Index is projected to rise 20% to 100 by the end of 2026, while the CSI 300 Index is forecast to rally 12% to 5,200 [13] - Specific ETFs like Invesco China Technology ETF (CQQQ) and iShares MSCI China Small-Cap ETF (ECNS) have shown significant gains over the past year, indicating strong interest in the tech sector [14][15]