What haunts China’s investors? US geopolitics and a birth dearth, survey finds

South China Morning PostCenter-RightEN 2 min read 100% complete by Carol YangJanuary 28, 2026 at 02:30 PM

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A survey of approximately 2,100 Chinese investors across major hubs like Beijing and Shenzhen in Q4 2025 revealed their top concerns for the next year. Conducted by the Cheung Kong Graduate School of Business (CKGSB), the survey found that 57.1% of investors are primarily worried about the trajectory of US-China relations. Weak domestic demand was the second biggest concern, cited by 56.8% of respondents. While investors are less worried about US-China relations than during the initial trade war in 2018, they remain cautious due to global uncertainty, including potential shifts in US trade policies and financial risks in Japan. The survey also highlighted concerns about a weak property market and declining birth rates as key risks to China's long-term growth.

Key Entities & Roles

Key Player Opposition Context

Japan 30% 2025 ×230% Shenzhen 40% Liu Jing ×250% Cheung Kong Graduate School of Business (CKGSB) ×360% Beijing ×260% US-China relations ×280% United States ×685% China ×690%

Keywords

us-china relations 100% domestic demand 90% investor sentiment 70% economic outlook 60% birth rates 60% trade policies 50% property market 50% global uncertainty 40%