Скачать с ютуб Primavera Capital’s Fred Hu on China’s economic trajectory в хорошем качестве

Primavera Capital’s Fred Hu on China’s economic trajectory

Chinese equities have recently been on a tear—and with recent improvements in policy, artificial intelligence and energy, China’s economy is poised for major growth. Primavera Capital Group’s founder, chairman and CEO Fred Hu joins Goldman Sachs’ Kevin Sneader, president of Asia Pacific Ex-Japan, in our Hong Kong headquarters to discuss his views on China’s economic growth, his time working at Goldman Sachs, and how Primavera is investing today. Date of recording: October 2, 2024 Chapters - 0:00 Introduction 1:41 Current market environment 5:53 Economic suggestions 8:29 State of innovation 9:59 Race for AI 13:36 EV market 17:21 Nature Conservancy Asia Pacific Council 19:07 Primavera 20:42 Investment Themes 22:14 Middle-class Chinese consumers 25:34 Healthcare market 28:07 Career at Goldman Sachs 32:21 Conclusion  The opinions and views expressed in this program may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. This program should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Each name of a third-party organization mentioned in this program is the property of the company to which it relates, is used here strictly for informational and identification purposes only, and is not used to imply any ownership or license rights between any such company and Goldman Sachs. The content of this program does not constitute a recommendation from any Goldman Sachs entity to the recipient, and is provided for informational purposes only. Goldman Sachs is not providing any financial, economic, legal, investment, accounting, or tax advice through this program or to its recipient. Certain information contained in this program constitutes “forward-looking statements”, and there is no guarantee that these results will be achieved. Goldman Sachs has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results, which may vary. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this program and any liability therefore; including in respect of direct, indirect, or consequential loss or damage is expressly disclaimed.