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Guotai Haitong’s Zhou on China’s Economic Outlook

Bloomberg Markets
Wednesday, March 11, 2026 at 5:34 AM
~4 min read

Original Report

Hao Zhou, economist at Guotai Haitong Securities, says strong export momentum is helping China’s economy start 2026 on solid footing and is bolstering investor confidence in the country’s “go global”...

Hao Zhou, economist at Guotai Haitong Securities, says strong export momentum is helping China’s economy start 2026 on solid footing and is bolstering investor confidence in the country’s “go global” story. He speaks with David Ingles and Yvonne Man on Bloomberg's The China Show. (Source: Bloomberg)

Glass House Analysis

International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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