Clara Chan

Fine-Tuning the China Growth Engine: An Investment Perspective | Global Investors’ Symposium 2024

Robin Hu, Juliana Liu, Clara Chan, Fang Fenglei, Goodwin Gaw, Fred Hu

Hosted in Hong Kong following its initial endorsement by Financial Secretary Paul Chan, the Milken Institute Asia Investors Forum convened to redefine the global narrative surrounding China's $180 trillion economy amidst severe structural headwinds in real estate, local debt, and demographics. Distinguished panelists Clara Chan, Goodwin Gore, Fred Hu, and Fang Zong analyzed the transition from traditional growth engines to "new productive forces," highlighting robust private sector foundations, a 5% GDP growth target for 2024, and a strategic pivot toward internal self-reliance against US geopolitical containment. The discourse concluded that while quarterly volatility is expected, China's world-class engineering base, high household savings, and ongoing industry consolidation position it to deliver sustained value despite ongoing trade frictions.