Global Investors Reassess China Exposure as Deflation, Property Slump Cloud Post-War Outlook

3 articles · Updated · CNBCTV18 · Jun 16

Global investors are set to review allocations as the West Asia war winds down, with China offering few encouraging signals for fresh capital.
China still faces deflation, a prolonged property crisis, weak domestic demand and the threat of US tariffs, undermining confidence in its near-term growth outlook.
Higher oil prices during the conflict had briefly eased deflationary pressure and improved export competitiveness, but that support is fading with the war's end.
The shift leaves China again exposed to its underlying economic weaknesses just as investors weigh where to deploy money after the geopolitical shock recedes.

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