Chen Ding

What’s Next for China: The Master Plan for the New Economic Phase | Global Investors' Symposium 2026

Deborah Wong, Shenglin Ben, Chen Ding, David He, Angela Zhao, Ben Shenglin, Ding Chen

China's 15th Five-Year Plan prioritizes technology self-reliance and domestic consumption to position the nation as a global leader in AI and smart manufacturing by 2030, while projecting the service sector to reach 100 trillion yuan. Key growth engines include the healthcare and biomedicine industries driven by an aging population, alongside a surge in emotional consumption and local brand expansion among youth. Despite vulnerabilities in the semiconductor supply chain and financial sector, investors are increasingly allocating capital to ETFs and infrastructure projects that leverage China's manufacturing depth, low energy costs, and perceived geopolitical stability.