Investors lock onto NPC as markets seek policy lift amid AI jitters

South China Morning Post

by Zhang Shidong

March 2, 2026

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Investors lock onto NPC as markets seek policy lift amid AI jitters

With global markets jittery due to fears of artificial intelligence-driven disruptions, investors are turning their attention to China’s National People's Congress (NPC) as a potential source of positive policy signals. Set to begin on Thursday, the annual legislative gathering is seen as a key opportunity for Beijing to provide clarity on its economic agenda and offer much-needed momentum to Chinese stocks, which have been underperforming. This year’s NPC holds added significance as legislators are expected to set a new, lower economic growth target and outline guidance that could shape policy direction over the next five years. The event will also include a review of the draft for China’s next five-year plan, which outlines the country’s development priorities through 2030. These discussions are particularly important as they aim to recalibrate China’s growth strategy amid shifting economic conditions and global uncertainties. The NPC traditionally opens after the Chinese People’s Political Consultative Conference (CPPCC), an advisory body that includes representatives from outside the Communist Party. Together, the “two sessions” provide a window into China’s policy trajectory for the coming year and beyond. Investors are closely watching these meetings for any clues on how Beijing plans to stimulate economic activity and stabilize markets. Given the global nature of financial markets, any policy announcements from Beijing could have far-reaching implications. The NPC’s decisions will not only influence China’s domestic economy but also impact international investors who rely on Chinese growth for global market stability. As the world grapples with AI-related anxieties and economic uncertainties, the outcomes of these meetings are seen as a critical factor in shaping investor sentiment and market dynamics. In summary, while fears of artificial intelligence-driven disruptions weigh heavily on global markets, the NPC offers a glimmer of hope for investors seeking policy clarity and potential catalysts for growth. The discussions around economic targets, five-year plans, and long-term development strategies will be

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Originally published on South China Morning Post on 3/2/2026