China Outlook - Making Sense of the New Investment Narrative

Explore China's evolving investment landscape through this 47-minute panel discussion from the Milken Institute's Asia Summit 2025. Examine how shifting consumer dynamics, regulatory changes, and geopolitical tensions are fundamentally reshaping China's investment environment as the country navigates moderated growth and mounting demographic pressures. Analyze China's strategic pivot toward advanced technologies and critical minerals in pursuit of resilience and self-reliance, while understanding the acceleration of green innovation and digital infrastructure development. Investigate how supply chains and investment flows are being restructured across the Global South and beyond, and learn to interpret China's evolving policy priorities and their far-reaching global implications. Gain insights from industry experts including Xin Li from Caixin Global, Guo Kai from CF40 Institute, Charles Li from Micro Connect, Milind Pant from WSJ Leadership Institute and former Amway Global CEO, and Allen Zhu from GSR Ventures as they discuss how China's policy agenda will influence capital flows, supply chain dynamics, and the future trajectory of international trade.