Lucy Colback
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- Milken Institute1h 0m
Accessing China's Markets
Lucy Colback, Robert Petty, Edwin Wong, Larry Zhang, Patrick Zhong, David Freeman, Rob Hanson, Hong Liu, Brian Kessler, Myron Scholes, FEMALE SPEAKER 1
A panel of financial experts analyzed China's evolving landscape, highlighting regulatory reforms that expanded offshore capital access and the structural shift from heavy industry toward a consumption-driven economy led by a middle class exceeding 100 million people. Speakers distinguished between long-term financial liberalization and tactical management challenges, noting a natural currency hedge from a seven trillion RMB bond market and emerging opportunities in healthcare and distressed assets. The discussion concluded with strategic advice for investors to adopt a five-year horizon, leveraging the gap between domestic and foreign capital managers while navigating communication risks and lease uncertainties.