Agenda Dialogues China's Economy: Analysed
Jul 24, 2025
In this insightful discussion, Zhu Min, a senior expert from the China Center for International Economic Exchanges, joins Ilham Kadri, CEO of Syensqo, Joseph Luc Ngai from McKinsey, Professor Eswar Prasad from Cornell, and Professor Jin Keyu from HKUST. The panel explores China's impressive 5% growth amidst challenges like low domestic demand. They discuss the shift towards a technology-led economy, advancements in AI and green tech, and the potential of second-tier cities. The conversation dives into the dynamic interdependence with the U.S. and the necessary reforms for enhanced capital allocation.
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Geopolitical Risk Drives Uncertainty
- Geopolitical risks cause uncertainty that disrupts trade and investment decisions globally.
- China has stabilized its markets by learning from past trade tensions and using supportive policies.
U.S.-China Tech Rivalry Realities
- U.S. and China have economic interdependence despite rivalry narratives.
- Both see tech industries as critical but treat cooperation as a zero-sum game, complicating relations.
Economic Pragmatism Persists
- Economic pragmatism still dominates despite political polarization and protectionism.
- China's trade realigns regionally, but direct U.S.-China trade remains substantial and deeply interconnected.