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.
Over the next eight weeks, we will be hosting a series of investment strategists to discuss the investment outlook for China and Asia more broadly. Global Macro Strategist at Standard Chartered Bank, Mayank Mishra, joins Paul for a conversation about the path for the RMB, Asian rates, and how Chinese assets will be affected by tighter global liquidity.
Adrian Day is a British-born writer and money manager who has advocated for gold in modern portfolios. We will explore China's influence on global gold demand, competition with cryptocurrencies, and the environmental challenges of the yellow metal.
David Sullivan of West Coast Advisory firm, ADG, joins Paul for a conversation about Life Sciences in China both in terms of the local markets and collaboration with US entities. This is a continuation of our series with ADG about the misconception about collaboration between US and Chinese firms.
We are joined by Mirza Baig, Asia macro strategist at Morgan Stanley, for a conversation about the 2022 outlook for China and the region. We will discuss Asian inflation, Covid scarring, the regional energy transition, and what China looks like in the year of the Plenum.