Keyu Jin
Showing 1–3 of 3 transcripts.
- Lex Fridman1h 49m
Keyu Jin: China's Economy, Tariffs, Trade, Trump, Communism & Capitalism | Lex Fridman Podcast #477
Jin argues that China's decentralized "mayor economy" drives rapid innovation through a unique blend of political centralization and local competition, fundamentally challenging Western assumptions of a monolithic state control. Despite facing U.S. trade sanctions and a domestic real estate crisis, the nation is pivoting toward high-tech scaling and consumption while navigating the long-term demographic burdens of its one-child policy. Ultimately, the system relies on a paternalistic social contract where citizens exchange deference for stability, positioning China not for collapse but for a complex structural transition.
- Milken Institute42 min
Global Overview | Global Investors' Symposium Hong Kong 2025
Olivia Siong, Eric Anziani, Keyu Jin, Christian Stracke, Ke Yu
Panelists from PIMCO and industry leaders projected a cooler global economic trajectory for 2025–2026 while analyzing China's strategic pivot toward technological self-reliance amid real estate debt risks. The discussion highlighted a decisive regulatory shift in the United States, which reclassified Bitcoin as a strategic reserve asset and fostered a competitive race in Asia for digital currency infrastructure. Furthermore, speakers warned of a bifurcating geopolitical landscape that threatens debt sustainability while predicting a future convergence between blockchain settlement layers and agentic AI systems.
- 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.