Global wealth funds pivot to China as growth beats expectations episode artwork

EPISODE · Jul 18, 2025 · 55 MIN

Global wealth funds pivot to China as growth beats expectations

from Chat Lounge

Global sovereign wealth funds are warming to China again, just as the country posts another quarter of better-than-expected growth. What's fueling the optimism? Which sectors are showing resilience amid global uncertainty? While second-quarter growth outpaced annual targets, it slowed from the first quarter. Is this a sign of fading stimulus or just a natural rebalancing? And looking ahead, does China have what it takes to sustain momentum through the rest of the year? Host Tu Yun joins Dr. Yan Liang, a Professor of Economics, Willamette University in the United States, Dr. Li Lun, an Assistant Professor of Economics, Peking University in China, Professor Hans-Peter Burghof, Chair of the Banking and Finance Department, University of Hohenheim in Germany for a close look.

Global sovereign wealth funds are warming to China again, just as the country posts another quarter of better-than-expected growth. What's fueling the optimism? Which sectors are showing resilience amid global uncertainty? While second-quarter growth outpaced annual targets, it slowed from the first quarter. Is this a sign of fading stimulus or just a natural rebalancing? And looking ahead, does China have what it takes to sustain momentum through the rest of the year? Host Tu Yun joins Dr. Yan Liang, a Professor of Economics, Willamette University in the United States, Dr. Li Lun, an Assistant Professor of Economics, Peking University in China, Professor Hans-Peter Burghof, Chair of the Banking and Finance Department, University of Hohenheim in Germany for a close look.

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Global wealth funds pivot to China as growth beats expectations

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This episode was published on July 18, 2025.

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Global sovereign wealth funds are warming to China again, just as the country posts another quarter of better-than-expected growth. What's fueling the optimism? Which sectors are showing resilience amid global uncertainty? While second-quarter...

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