BlackRock(@BlackRock):China is gaining ground in key cutting-edge industries, but growth doesn’t always translate into stronger margins and returns. That’s a key reason we’re neutral Chinese equities overall, while seeing opportunities in areas such as physical AI. Watch Serena Jiang, Economist at the BlackRock Investment Institute, unpack our China research in this week’s #MarketTake:

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BlackRock@BlackRock

2026.09.30 18:25

China is gaining ground in key cutting-edge industries, but growth doesn’t always translate into stronger margins and returns. That’s a key reason we’re neutral Chinese equities overall, while seeing opportunities in areas such as physical AI. Watch Serena Jiang, Economist at the BlackRock Investment Institute, unpack our China research in this week’s #MarketTake#: