Under the tariff storm, China's domestic consumption becomes the focus. Global X China Consumer Leaders ETF invests in multiple policy-benefiting sectors

Zhitong
2025.06.05 10:33
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In the midst of the tariff storm, China's consumer goods industry has become a defensive sector, with the Global X China Consumer Leaders ETF deriving only 4% of its revenue from the United States. This ETF invests in policy beneficiaries, defensive, and growth sectors. The report shows that GDP grew by 5.4% year-on-year in the first quarter of 2023, with a significant improvement in consumption, as social retail sales increased by 5.9% year-on-year in March. Future assets expect policies to focus on fertility support, consumption vouchers, service consumption subsidies, and trade-in policies to stimulate consumption growth and enhance profit expectations