[Top-of-Mind] China on the horizon episode artwork

EPISODE · Dec 4, 2025 · 40 MIN

[Top-of-Mind] China on the horizon

from Bank of Singapore · host Bank of Singapore

Speaker: Dr Guo Kai, Executive President and Senior fellow, CF40 InstituteModerator: Eli Lee, Chief Investment Strategist, Bank of SingaporeChina's equity market has delivered an impressive run over the past year, even amid macroeconomic headwinds. The key questions now centre on how policymakers will drive the country's growth and navigate the unpredictable geopolitical landscape. At the same time, investors are closely watching the evolution of AI’s development and adoption in China as it seeks to compete on the global stage in this critical technological area.In our Top-of-Mind podcast series, we unpack the various dimensions of these issues with leading business leaders and industry experts globally. Visit ⁠⁠⁠this page⁠⁠⁠ for the latest investment insights from Bank of Singapore.Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.

Speaker: Dr Guo Kai, Executive President and Senior fellow, CF40 InstituteModerator: Eli Lee, Chief Investment Strategist, Bank of SingaporeChina's equity market has delivered an impressive run over the past year, even amid macroeconomic headwinds. The key questions now centre on how policymakers will drive the country's growth and navigate the unpredictable geopolitical landscape. At the same time, investors are closely watching the evolution of AI’s development and adoption in China as it seeks to compete on the global stage in this critical technological area.In our Top-of-Mind podcast series, we unpack the various dimensions of these issues with leading business leaders and industry experts globally. Visit ⁠⁠⁠this page⁠⁠⁠ for the latest investment insights from Bank of Singapore.Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.

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[Top-of-Mind] China on the horizon

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This episode was published on December 4, 2025.

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Speaker: Dr Guo Kai, Executive President and Senior fellow, CF40 InstituteModerator: Eli Lee, Chief Investment Strategist, Bank of SingaporeChina's equity market has delivered an impressive run over the past year, even amid macroeconomic headwinds....

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