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China’s robotics, aerospace, CGBs eye resilient gains

Deflationary pressures, property overhang and industrial overcapacity are steering capital into structurally resilient tech niches and Chinese government bonds.
China’s robotics, aerospace, CGBs eye resilient gains

Beijing's emphasis on tech self-sufficiency and supply-side resilience is directing investment into advanced manufacturing clusters and low-yield bonds—areas positioned to withstand demographic strains and weak consumption even as headline growth moderates.

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