Episode 1: Chinese cycles, opening or closing?

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Description de l'événement
Asia Financial Observatory Series - Episode 1: Chinese cycles, opening or closing? Between a (Black) rock and a (Warren) Buffet

À propos de cet évènement

9th of December 2021, CET 11:00-12:00

At face value, China is perceived as actively dissuading investments and at times encouraging divestments. Abundance of rationales are cited to justify such posture, ranging from political motives, COVID radical policies, international trade tensions, and regional territorial conflicts – all hidden behind the official rhetoric promoting "double circulation", "national rejuvenation", and "common prosperity". Volatility and risks related to core sectors like construction and real estate have taken centre stage. Yet financial inflows have recently increased by 40% (Financial Times, July 14th 2021: Global investors’ exposure to Chinese assets surges to $800bn) and recommendations from professionals (Blackrock vs. Berkshire) diverge now.

The objective of the conversation is to assess risks and timing, identify sectors where China is most eager to encourage foreign investors, and discuss sectors that are most protected. We'll also evaluate the nature of the China cycles, and look into future scenarios.

Structure

[11:00 - 11:30] Updates, and insights from our expert panel

[11:30 - 12:00] Debates and closing remarks

Panel

David Baverez [biography]

Jean-François Di Meglio [biography]

Moderator: Jean-Baptiste Monnier [biography]

Distinguished participants

Jean-Pierre Landau, former deputy governor of the Banque de France

Alicia Garcia-Herrero, Chief Economist for Asia Pacific at Natixis

The Financial Observatory Series

The Series are designed for an exclusive and limited community of professionals, academics and researchers. Conversations are guided by experts presenting recent publications. Participants are deeply committed to share best in class insights, weak signals and emerging new regimes and trends across Asia finances. The conversations encourage contrasted views and opinions, participants are speaking under the protection of the Chatham House rules.

The Series operate under the Chatham House Rules, whereby participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed. By accepting this invitation, each participant agrees to these terms (which will be reminded at the opening of the session). In compliance with this policy, the conversation will NOT be recorded.

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Asia Centre

Founded in 2005, Asia Centre is an independent research institute that holds debates and issues publications on matters relating to international, strategic, economic relations, as well as the political and social transformations underway in the Asia-Pacific region

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