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Asia Summit 2025

China Outlook: Making Sense of the New Investment Narrative

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China is at a crossroads, where shifting consumer dynamics, evolving regulations, and intensifying geopolitical competition are reshaping its investment environment. As growth moderates and demographic pressures mount, the country is doubling down on advanced technologies and critical minerals to pursue resilience and self-reliance. At the same time, green innovation and digital infrastructure are accelerating, while supply chains and investment flows are being redrawn across the Global South and beyond. The key now is to interpret China’s evolving priorities and assess their global impact. How will its policy agenda shape capital flows, supply chains, and the future of international trade?

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    Moderator

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    Xin Li

    Managing Editor and Managing Director, Caixin Global

    Speakers

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    Guo Kai

    Executive President and Senior Fellow, CF40 Institute
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    Charles Li

    Founder and Chairman, Micro Connect
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    Milind Pant

    Executive Fellow, WSJ Leadership Institute; Former Global CEO, Amway
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    Allen Zhu

    Managing Partner, GSR Ventures