Hard Tech, Soft Power: Views from China 2026

China continues to defy simple narratives. While domestic economic challenges remain firmly in focus, the country is simultaneously strengthening its position across advanced manufacturing, industrial automation, energy transition and emerging technologies.

Drawing on insights from his latest visits to China, Hugo Rogers examines the forces shaping the next phase of China's development and explores what they may mean for long-term investors. From "involution" and industrial policy to humanoid robotics and global competitiveness, the report considers how China's evolving role in the world economy may create both opportunities and challenges for investors.

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Aravis Capital Ltd is authorised and regulated by the Financial Conduct Authority (FRN: 1015146). Registered in England and Wales (no. 09919517), registered office 123 Pall Mall, St James', London, SW1Y 5EA.

Aravis Funds (Ireland) ICAV is authorised and regulated by the Central Bank of Ireland.

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