With 2026 – the Year of the Horse – China enters the opening year of its 15th Five-Year Plan. The “15th Five-Year Plan” period represents a critical juncture: one in which the country must consolidate its foundations and bring its full capabilities to bear as it pursues socialist modernisation. It is also a period in which strategic opportunities and significant risks exist side by side, as uncertainty grows and hard-to-predict variables multiply.
Our newly released report, Embarking on a New Journey: Macro Trends and Outlook for the 15th Five-Year Plan Period, builds on the core priorities of the national 15th Five-Year Plan outline. It systematically examines four overarching themes and ten key tasks that will shape China's economic and social trajectory over the next five years. Our aim is to provide business leaders and stakeholders across sectors with an authoritative reading of medium- and long-term policy directions, a rigorous analysis of emerging industrial opportunities, and a clear view of the landscape ahead.
