Skip to main content

November 2022 / VIDEO

China—The Interplay of Policy, Growth, and Geopolitics

How a slowing domestic economy, more restricted market access, and rising geopolitical tensions have dominated the agenda in China.

Key Insights

  • Understanding the situation China is in today requires analysis of the policy around the housing sector.
  • Taiwan is not a black-and-white situation, and there continue to be offramps, but risks are rising.
  • Near-shoring and greater opportunities for frontier markets moving up the value chain mean that China’s slowing isn’t all bad news for the global economy.


This material is being furnished for general informational and/or marketing purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested.

The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.

Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources' accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.

The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request.  

It is not intended for distribution to retail investors in any jurisdiction.

Previous Article


Australian Housing: Boom and Bust
Next Article


Markets May Need More Than a Fed Pivot to Cure Woes
202210 – 2519161