We are delighted to share that SuperBridge Council Co-founder, Vanessa Xu, recently shared her invaluable expertise as a distinguished speaker at The Asset Events’ 20th ABMS Capital Investment Summit in Nanjing.
This landmark summit brought together a distinguished assembly of leaders and institutions, including the Asian Infrastructure Investment Bank (AIIB), The People’s Bank of China, and ICBC (Asia), for critical discussions on the future trajectory of financial development and investment.
Leveraging her position as a key opinion leader in the asset management sector, Vanessa outlined her distinctive framework for pinpointing structural investment opportunities within China. Her approach advocates for moving beyond conventional broad macro narratives to embrace a more precise, fundamentally-driven methodology.
Highlights from her insightful discussion:
· Capturing China via a Micro-Lens: Advocating for a shift from a GDP-centric, macro-driven perspective to a GNP-based, micro-fundamental lens. This enables a more accurate capture of the global value generated by Chinese enterprises and reveals resilience often overlooked by top-down analyses.
· The Shift from GDP to GNP: Illustrating how significant sub-sectors of China’s industrial base are achieving counter-cyclical growth, with a growing proportion of revenues derived from international markets, emphasizing the necessity of a GNP perspective for decoding the Chinese economy.
· Identifying the Core Growth Driver: Pinpointing a new wave of resilient entrepreneurship as the primary engine for growth and alpha. This “forced innovation,” honed through years of adapting to global pressures, is now fueling durable competitiveness and expansion into new international markets.
· Focus on Strategic “Bottleneck” Assets: Suggesting that the most compelling long-term opportunities reside not in saturated, application-level technologies, but in the foundational “bottleneck” sectors, such as energy and infrastructure, which are indispensable for powering technological advancement (such as AI).
We commend Vanessa and The Asset Events for organizing a highly successful and critically important forum.
Discover more insights here: https://lnkd.in/gVmqSBsQ
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