Recently, our colleague Mark Heiden travelled to China together with Martin Schneider and Steffen Schiedewitz of SOKA-Bau. Given the tense geopolitical situation and the downturn in the Chinese real estate market after China’s reopening, it was crucial for our client and us to gain insights on the ground and to share views with local experts. One key take away was that domestic consumption and growth post the abandonment of China’s zero covid policy seem to be more challenged than may be anticipated from the outside. On the other hand, it was also impressive to see the progress China has made in the race for affordable EVs first hand. We were able to gain not just local market colour and learn more about the current opportunities and challenges in the Chinese onshore bond and equity market, but also to gain precious cultural insights.
Please feel free to call or write us and we will get back to you in a timely manner.
