China slows, the world shifts

China’s Q3 GDP growth has eased to 4.8%, its slowest pace in a year. Behind the headline lies a larger story: how the shifting rhythm of the world’s second-largest economy is already reshaping global portfolios.

For global investors and family offices, China’s slowdown reverberates beyond equities. It affects real estate, commodities, luxury markets, and even alternative assets linked to consumption and production cycles.

The next phase of global allocation may depend less on “where growth is highest” and more on where resilience endures — from India’s domestic surge to North America’s tech-driven expansion and the Gulf’s sovereign-backed transformation.