Economic experts and business leaders have expressed optimism about China's prospects for achieving stable economic growth in 2026, highlighting the country's resilient foreign trade amid global economic headwinds as a key driver for sustaining worldwide economic stability.
Experts forecast that during the 15th Five-Year Plan period (2026-2030), China's share of global exports will steadily increase, particularly in high-tech and green products, significantly contributing to the stability of global supply chains.
"We think China is taking up this with a strategic planning -- either to think about what is the end demand in global economy going to be 5 to 10 years later, and then plan ahead of time. It rises from 15 percent market share globally on an aggregate basis right now to 16.5 percent by 2030," said Chetan Ahya, chief Asia economist at Morgan Stanley.
Alex Muscatelli, director of sovereign economics at Fitch Ratings, noted that the series of policies introduced in 2025 by the Chinese government to address "rat-race competition" in certain sectors have already played a positive role in stabilizing prices and improving corporate profitability.
"We have seen some impact from the anti-convolution measures, and in particular, we saw this in our recovery in overall profitability for Chinese corporates. And, we also saw this in some consumer prices. We think that there will be still some necessary policy actions on the demand side to boost -- whether it’s from monetary policy, or fiscal, or a combination," he said.
He said that in 2026, China is expected to adopt measures including a reasonable expansion of the fiscal deficit and flexible use of monetary policy tools, so as to boost domestic demand and create the necessary conditions for improving corporate earnings and household income.
According to U.S.-based global asset management firm Invesco's annual Global Sovereign Asset Management Study for 2025, 59 percent of surveyed sovereign wealth funds saw China as a high or a moderate allocation priority -- a notable increase from 44 percent in 2024 -- placing it second among global emerging markets.
The report pointed out that China's most attractive investment sectors include digital technology and software, advanced manufacturing and automation, as well as clean energy and green technology.
In 2026, global sovereign wealth funds are expected to continue expanding their allocations to the Chinese market, said Brian Levitt, global market strategist at Invesco.
"China is critical in that spot. It's the world's leader in green technology. It's also a leader in high tech. And so tracked evaluations, policy support, moving to a more consumer-driven economy, and really interesting growth opportunities -- all of that together is going to bring forward attention to the RMB market. And rightfully so, the sovereign wealth funds are increasing their exposure and plan to continue to do so," said Levitt.
China's foreign trade resilience fuels global confidence in its assets: int'l economists
