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

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