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YouTube

Fine-Tuning the China Growth Engine - An Investment Perspective

Milken Institute via YouTube

Overview

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Explore a comprehensive panel discussion from the Global Investors' Symposium 2024 that delves into China's evolving investment landscape. Gain insights from industry experts as they analyze China's economic challenges, restructuring opportunities, and long-term growth prospects. Examine the redefined investment narrative, real estate-driven economic issues, and potential opportunities in Hong Kong's strategic sectors. Evaluate the effectiveness of the "small yard" approach and consider whether China remains a top investment destination. Understand what 5% GDP success would look like and how investors are rethinking their allocation strategies in the current macro environment.

Syllabus

Introduction
Redefining the China investment narrative
China's economic transition amid challenges
China's real estate-driven economic challenges
China's restructuring creates investment opportunities
Cautious optimism on China's long-term growth
Opportunities in Hong Kong's strategic sectors
Is "small yard" approach effective?
Should investors still invest in China?
What would 5% GDP success look like?

Taught by

Milken Institute

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