11:55 a.m.

The Investment Thesis for China

Associate Professor, International MBA Program,
Tsinghua University’s School of Economics and Management
Moderated by: Charles J. Yang, CFA

  • Thesis: China is on the verge of a profoundly disruptive economic adjustment—the old “China story” is over
  • Antithesis: The inefficiencies that have set China up for a “fall” offer immediate opportunities for smart investors
  • Synthesis: The resulting correction to China’s economy will create new opportunities in dynamic new sectors