2026-03-05 02:17:55

China's biggest policy event of the year just opened today with 5,000 lawmakers in Beijing.

Here's what's being decided right now—and why it matters to your portfolio.
GDP Target: China is cutting its growth target to 4.5%–5%. That's the lowest since 1991.
Fiscal Deficit: 4% of GDP—the highest spending level since 2010.
Money is flowing into AI, semiconductors, green energy, and domestic consumption—not military or property. Focus is on tech and innovation.
The 15-Year Plan: Starts today. Full emphasis on tech self-reliance and surpassing the US in semiconductors, AI, and clean energy.
FTSE China up 0.80%.
Hang Seng up 1.41%.

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