China's economy grew 4.5% in the third quarter, putting Beijing's full-year target back within reach. Retail sales grew at twice the pace analysts had penciled in, and factory output ran hot on the back of strong foreign demand for Chinese tech goods. The export side is doing most of the heavy lifting. Overseas buyers snapping up AI-linked hardware and electronics covered for a property market that is still dragging and domestic consumers who are spending cautiously. The central bank also signaled a possible shift in how it sets its main policy rate, a change that could bring borrowing costs down across the economy. Commodity exporters and Asian tech hardware makers are the groups sitting most directly in the path of this. Are you more focused on raw materials upside or the supply-chain names feeding China's export machine?
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