What do China’s Two Sessions reveal about the future of the Chinese economy? In this expert commentary, CEIBS Professor of Economics and Director of Global EMBA Programme Bala Ramasamy shares insights on the outcomes of China’s annual political meetings and what they signal for businesses, investors, and the global economy.

Professor Ramasamy discusses why the government is maintaining a cautious economic approach, and how geopolitical tensions, tariffs, and instability are shaping China’s strategy.

He also explains why businesses should prepare for a new era of slower growth in China, with GDP expansion potentially stabilising around 3–4.5%, compared with the rapid growth of previous decades.

For companies operating in China, the key question is: Where will the next wave of growth come from?

Key themes discussed in the video include:

• What China’s Two Sessions signal about economic policy in 2026
• Why boosting domestic consumption remains a major challenge
• China’s strategy to strengthen homegrown technology and innovation
• Lessons from China’s rapid rise in electric vehicles (EVs)
• How global geopolitics and trade tensions affect China’s policy choices
• Why businesses should expect slower but more stable economic growth
• Emerging opportunities in the silver economy, pet economy, and low-altitude economy

This discussion offers valuable insights for business leaders, policymakers, economists, and anyone interested in China’s economic trajectory.

Learn more about China Europe International Business School (CEIBS) here.