Jing Ulrich
Showing 1–2 of 2 transcripts.
- Milken Institute1h 3m
China's Trade-Off: The Outlook on Investment
Kevin Lu, Wei Sun Christianson, Kenneth Gaw, Richard Hu, Weijian Shan, Jing Ulrich
Leading financial executives from Partners Group, Morgan Stanley, and JP Morgan convened to analyze the shifting dynamics of Chinese foreign direct investment, noting a 2017 policy reversal that incentivizes capital inflows despite persistent barriers in financial ownership and exit mechanisms. Panelists discussed how structural challenges, including succession issues in the private sector and tightening geopolitical scrutiny on outbound deals, are reshaping investment strategies toward sectors like technology and consumer finance. Strategic forecasts predict China's transformation into the world's largest consumer market by 2040, driven by a growing middle class and a shift in elite talent from engineering to finance.
- 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.