China: The invisible hand of Australia's GDPWhile China sentiment is unlikely to improve in early 2025 amid tariff headlines, it may be an opportunity to build positions in resources stocks ahead of the National People’s Congress in March. Once tariff headwinds are known, we expect large-scale China stimulus measures will be announced, targeting domestic consumption and infrastructure with the aim of stabilising growth and addressing demographic challenges. Opportunities in China include consumer-facing stocks such as Treas ury Wine Estates (ASX: TWE) and A2 Milk (ASX: A2M), and resource companies such as Rio Tinto (ASX: RIO) and South32 (ASX: S32), which will benefit from the country’s demand for aluminium and copper.
Waiting for China Stimulus.
A2M Price at posting:
$5.61 Sentiment: Buy Disclosure: Held
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