China’s Investment Outlook: Optimism or Caution? | Milken Institute Global Conference 2024

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0:00 - Introduction: Panelists are introduced and importance of US-China relationship is discussed
3:15 - Geopolitical tensions and US-China relations going bearish
8:58 - Taiwan investment risk
12:03 - Conversation with Kevin Rudd
14:15 - Investing in China
16:58 - China's Economic Transformation
21:46 - Lu Zhang's background, Founder and Managing Partner, Fusion Fund
24:09 - Era of Deglobalization and China
30:15 - China and liquidity
35:20 - Real Estate and Property Collapse
40:23 - Chinese companies investing vs political climate
43:00 - China, US, and TikTok
47:20 -Chinese companies investing in the US
53:31 - Fred Hu (Primavera Capital Group) giving advice to Trump and Biden
56:10 - Is China's AI industry still investable

Expectations were high that China would drive global economic recovery after its re-opening in early 2023. Instead, economic activity throughout much of 2023 remained subdued on account of muted domestic and global demand; restructuring among technology companies; and significant challenges to its real estate sector.

What are investors’ sentiments towards investment opportunities in China? As government efforts to inject stability and confidence flow throughout the economy, what are the opportunities for investors to find returns? What sectors are well suited for greater participation from both domestic and international investors as the economy continues its slow, but steady recovery?

Moderator:
Susan Li, Business Correspondent, Fox Business Network

Speakers:
Shenglin Ben, Professor and Dean, Zhejiang University International Business School (ZIBS)
Goodwin Gaw, Founder, Chairman, and Managing Principal, Gaw Capital
Fred Hu, Founder and Chairman, Primavera Capital Group
Weijian Shan, Executive Chairman and Co-Founder, PAG
Lu Zhang, Founder and Managing Partner, Fusion Fund

Watch every public session from Global Conference 2024 :
https://milkeninstitute.org/events/gl...

#Global #miglobal

0:00 - Introduction: Panelists are introduced and importance of US-China relationship is discussed
3:15 - Geopolitical tensions and US-China relations going bearish
8:58 - Taiwan investment risk
12:03 - Conversation with Kevin Rudd
14:15 - Investing in China
16:58 - China's Economic Transformation
21:46 - Lu Zhang's background, Founder and Managing Partner, Fusion Fund
24:09 - Era of Deglobalization and China
30:15 - China and liquidity
35:20 - Real Estate and Property Collapse
40:23 - Chinese companies investing vs political climate
43:00 - China, US, and TikTok
47:20 -Chinese companies investing in the US
53:31 - Fred Hu (Primavera Capital Group) giving advice to Trump and Biden
56:10 - Is China's AI industry still investable