Thoughts From the Road | China

KKR

Henry McVey

Research

18 Pages

KKR argues that China remains investable, but the opportunity set is changing as policymakers prioritize stability over stimulus. Growth looks steadier, property drag is easing, and AI adoption is scaling through a lower cost, consumer led model.

Key Takeaways

Property Drag Eases: eal estate may subtract about 100 basis points from 2026 growth, down from 370 basis points in 2022.
Renminbi Tailwind Builds: KKR expects 4 to 5% annual appreciation over the next few years, supporting consumer purchasing power.
AI Trust Differentiates: 87% of Chinese respondents trust AI, compared with 32% in the U.S. and 36% in the U.K.
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