China's capital markets H2 outlook

As global investors reassess China's outlook, the country's capital markets are back in focus. With international investment banks raising their growth forecasts and overseas capital flowing back in, the question is no longer whether investors are coming back – but what will drive the next phase of growth. Join BizTalk this week, as Wang Dan, China director at Eurasia Group, and Laura Wang, chief China equity strategist at Morgan Stanley, discuss the outlook for China's equity and bond markets.

Chapter info： 00:00--01:26 Sign-in 01:26--02:49 Chinese government bonds as global safe-haven asset? 02:49--04:26 Why global investors are buying into China's bond market 04:26--06:06 Are investors missing out on China's fastest-growing industries? 06:06--07:16 Bonds as a strategic portfolio diversification tool 07:16--09:45 China's AI ecosystem and economy-wide growth 09:45--12:31 Early opportunities in China's AI supercycle 12:31--13:18 Sign-off for Part I 13:18--14:32 Can high-tech and consumer recovery advance together? 14:32 --16:16 Will household savings fuel the next equity market surge? 16:16--17:38 Foreign inflows into Chinese equities top $10 billion in 2026 17:38--19:35 Record 'panda bond' issuance signals confidence in renminbi 19:35--20:48 Sign-off for Part II 20:48--23:50 Why Chinese equities offer more than attractive valuations 23:50--26:12 Which Chinese companies will the next export wave? 26:12--28:06 Acceleration of China's bond market internationalization 28:06--29:28 Sign-off

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