How to invest in China’s recovery

These are potentially exciting times for China. So far devoid of the post-lockdown bounce the west experienced in 2021, China’s economy promises to be the next hotbed for a release of pent-up consumer demand.

A key survey of business conditions in China’s services sector released last week suggests the green shoots of recovery may already be here. A survey from Caixin Global showed activity expanding at its fastest pace in seven months in February1.