🚨 GLOBAL GROWTH HICCUP — CHINA BOOST EXPECTED BUT RISKS REMAIN 🚨

New data and outlooks show global real GDP growth for 2025-27 has been revised upwards slightly, particularly for China (to ~5.0% in 2025) — but the optimism comes with a big “however”.

While improved, the growth landscape is still fragile with multiple cross-currents: consumer confidence slipping in the U.S., inflation sticking, and policy-supports less sure.

📉 Why markets should care

Growth revisions help sentiment, but they don’t guarantee momentum if policy support falters. With risk assets already priced for strong growth + easy money, any hint of weakness becomes magnified.

✅ What you should do

Don’t buy growth optimism blindly — check policy and earnings support.

Rotate into sectors/geographies less dependent purely on upside growth (e.g., value, defensive, dividends).

Monitor China data, U.S. consumer/labour trends, and global trade flows — one surprise can trigger a rerate.