Goodwin Gaw
Showing 1–8 of 8 transcripts.
- Milken Institute44 min
Global Real Estate: Repricing Risk, Rethinking Strategy | Asia Summit 2025
Curtis S. Chin, Michelle Martin, Stuart Crow, Goodwin Gaw, Kishore Moorjani, Hsueh Ling Ng
Global real estate capital is rapidly migrating from traditional office space to invisible infrastructure like data centers and battery storage, driven by AI compute demands and supply chain regionalization strategies. While distress in the office sector and record interest rates are forcing asset re-purposing and wealth consolidation, innovative financing models including private credit and tokenization are unlocking new liquidity for investors. Market experts highlight specific opportunities in Asia-Pacific hubs, Hong Kong's gateway role, and the residential living sector as the primary engines for future yield and resilience amidst shifting geopolitical and technological landscapes.
- Milken Institute28 min
Is Hong Kong Back? | Global Investors' Symposium Hong Kong 2025
Emily Chan Tan, Goodwin Gaw, Oliver Weisberg
Hong Kong leverages its Linked Exchange Rate system and a tax-efficient business environment to attract global capital despite a real estate sector navigating high interest rates and a slowing local economy. The region is strategically evolving as the financial gateway within the $2 trillion Greater Bay Area, utilizing cross-border infrastructure to integrate with mainland hubs like Shenzhen and Beijing while seeing a reversal of recent capital outflows. With institutional investors returning due to deep talent pools, unique lifestyle amenities, and a resurgent IPO market, the city maintains its status as a resilient financial center that effectively mitigates geopolitical perceptions through economic pragmatism.
- Milken Institute54 min
Global Cities in a New Light | Middle East and Africa Summit 2024
Natasha Turak, Eric Garcetti, Goodwin Gaw, Nikhil Goel, Yasseen Mansour
Speakers from Archer Aviation, global city leaders, and real estate investors discussed strategies to overcome urban congestion through electric air taxis, high-density housing reforms, and sustainable infrastructure projects like Badia in Egypt. Key figures highlighted the critical need to balance ambitious greenfield experiments such as NEOM with practical financial viability, while advocating for regulatory pathways that bypass entrenched NIMBYism. The dialogue concluded with a consensus that successful future cities require integrated planning combining vertical mixed-income development, autonomous transport corridors, and organic growth models to ensure long-term livability and economic sustainability.
- Milken Institute1h 7m
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.
- Milken Institute1h 0m
China’s Investment Outlook: Optimism or Caution? | Milken Institute Global Conference 2024
Susan Li, Shenglin Ben, Goodwin Gaw, Fred Hu, Weijian Shan, Lu Zhang, Kevin Rudd
A panel of experts characterizes the current U.S.-China relationship as toxic and downward-spiraling, with Biden and Trump administrations jointly enforcing a hawkish stance that risks global recession if a Taiwan Strait conflict materializes. Despite these geopolitical tensions, investors are capitalizing on China's undervalued stock market and property sector corrections, leveraging the country's significant monetary policy space to support private sector confidence rather than direct stimulus. The discussion concludes that while a "China Plus One" strategy will persist for decades, the most effective path forward involves U.S. policymakers avoiding zero-sum thinking and recognizing that global technological advancement requires engagement with Chinese counterparts in sectors like AI and climate tech.
- Milken Institute59 min
Investing in a New Generation of China
Timothy Dattels, Goodwin Gaw, Jin Qiu, Jason Tan, Jonathan Woetzel, Yibing Wu
This event analyzes China's economic transformation from a manufacturing exporter to a consumer-driven powerhouse facing demographic headwinds, while highlighting rapid innovation in AI, fintech, and luxury markets. Panelists identify key investment opportunities in co-living, digital-physical connectivity, and sustainability, alongside regulatory shifts in finance and healthcare that challenge traditional monopolies. The discussion also addresses the geopolitical implications of supply chain diversification, protectionist barriers in health-tech, and the strategic evolution of China's financial infrastructure toward global competitiveness.
- Milken Institute1h 2m
Investing in China: Making Money in the Middle Kingdom
Andrew Wong, Wei Sun Christianson, Goodwin Gaw, Fred Hu, Keyu Jin, Donald Tang
This event analyzes China's transformative investment landscape, highlighting how automation and FinTech innovations like mobile payments are reshaping manufacturing margins and consumer behavior while state-driven capital misallocation creates arbitrage opportunities. Participants examine structural risks including valuation discipline and accounting fraud alongside macroeconomic resilience provided by massive state savings and regulatory consolidation. The presentation concludes by outlining significant portfolio diversification potential as institutional capital flows into an under-penetrated market poised to lead global AI development.
- Milken Institute59 min
China Disrupted: The Inside View
Jonathan Woetzel, Goodwin Gaw, Robert Petty, Jing Ulrich, Kwek Ping Yong
Following five years of dramatic expansion where the bond market grew to $30 trillion and capital flows reversed to net exports, China's economy faces a strategic pivot toward quality growth amidst a 260% debt-to-GDP ratio and strict capital controls. Government initiatives like "One Belt, One Road" and regulatory measures targeting real estate loopholes aim to manage systemic risks while shifting investment focus from heavy manufacturing to service sectors and high-return direct lending. Investors now target minority stakes in founder-led enterprises and cross-border technology acquisitions, anticipating that future expansion will rely on domestic consumption and logistics infrastructure rather than the double-digit GDP rates of the past.