Upcoming Events

Join business leaders, investors, academics and members of government to forge a deeper and long-lasting understanding of how two different economic and political models can see through their differences for the benefit of the world at large.

China and the H2 Macro Framework

Jul 22, 2021 9:30 AM
SGT

Tuuli McCully is the Head of Asia-Pacific Economics for Scotiabank in Singapore. She joins US-China Series to outline the framework for Chinese growth in the second half of 2021. China's successful emergence from the economic shutdown is well documented but economic momentum faces headwinds from relatively tight monetary policy and the stop/start growth dynamics of its neighbors. Is China destined to be relegated from global growth driver to laggard as 2021 evolves?

Speakers

Tuuli McCully

Scotiabank: Head of Asia-Pacific Economics

EU-China: What went wrong?

Jul 28, 2021 9:00 AM
EDT

The end of 2020 saw a landmark moment for EU-China Engagement, The Comprehensive Agreement on Investment (CAI) was a framework for bilateral investment in the years ahead. It came when then-President-elect Joe Biden was beginning the reconciliation process with Brussels after the Trump Years. The CAI was supposed to galvanize the EU and China. The last six months have seen the opposite. Philippe Le Corre returns to reassess the prospect for EU-China diplomatic and economic relations. He is a Research Fellow at the Harvard Kennedy School and a Non-resident Senior Fellow with the Carnegie Endowment for International Peace

Speakers

Philippe Le Corre

Harvard Kennedy School

Chinese Tech - Tipping Point or Generational Opportunity?

Jul 28, 2021 7:00 PM
EDT

In the eyes of many western investors, Chinese tech companies are at a crossroads. Draconian regulation, the likes of which are next to impossible for US/EU regulators to implement is clipping the wings of the billionaire class, upending established norms and may eventually lead to the end of capital formation on American exchanges. While US mega-cap tech is labeled with stratospheric, trillion-dollar-plus valuations, their Chinese peers have lagged by over 40% in the past four months alone. Is this divergence a precursor to a permanent de-rating of China’s groundbreaking companies or one of the great opportunities so far in this new decade? Author and Media Entrepreneur, Rebecca Fannin joins Paul for a conversation that is guaranteed to go in multiple directions and address the slew of structural crosscurrents facing technology companies in the mainland.

Speakers

Rebecca Fannin

Author

My Conversation with Louis Gave

Sep 7, 2021 11:00 AM
EDT

Louis needs zero introduction for anyone who thinks about Macro, China, or frankly, any major investment thematic. I have no agenda for our discussion as Louis has the ability to tackle any topic.

Speakers

Louis Gave

GaveKal