Global Conference 2025

China's Investment Outlook amid a New Policy Environment

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Slower growth and persistent deflation over 2023 and 2024 compelled the Chinese government to unlock a five-year fiscal stimulus package of up to 10 trillion yuan (approximately US$1.4 trillion). This comes on the heels of interest rate cuts by the Central Bank in the months prior, as well as the issuing of local government bonds to revitalize key economic sectors throughout the country. Even so, China is still an integral engine of global growth and accelerator of technological innovation. How are investors assessing the impact of government policies on investment opportunities? What strategies would help mitigate the risks associated with an evolving economic and geopolitical landscape? What sectors are the most promising for long-term growth? 

    Moderator

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    Robin Hu

    Asia Chairman, Milken Institute

    Speakers

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    Fred Hu

    Founder, Chairman and CEO, Primavera Capital Group
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    Kevin Lu

    Chairman of Asia; Member, GExB, Partners Group
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    Robert Rubin

    Former U.S. Treasury Secretary; Co-Chair Emeritus, Council on Foreign Relations; Senior Counselor, Centerview Partners
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    Lu Zhang

    Founding and Managing Partner, Fusion Fund