Agenda

8:30 – 8:55
Breakfast and registration

8:55 – 9:00
Welcome remarks

Michelle Dunne
Head of Institutional Business, Europe, Global Head of Alternative Sales,
HSBC Asset Management

9:00 – 9:15
Opening address: UK government

John Edwards
Director, Office for Investment

9:15 – 9:25
Opening address: People's Republic of China in the UK

Minister Yu Benlin
Minister for Economic and Commercial Affairs, Embassy of the People's Republic of China in the UK

9:25 – 9:40

With the old international rules of the game ever more vulnerable and with AI technology advancing in leaps and bounds how should we make sense of a world in which most economies are not growing as quickly as policymakers would like long-term borrowing costs are higher than they were and the fiscal arithmetic no longer easily adds up?

Stephen King
HSBC Senior Economic Adviser

9:40 – 10:20
China and the world: trade, tariffs, technology and beyond

China is not growing as quickly as it once was, but its gravitational pull is huge creating opportunities all over the world while, at the same time, challenging the post-WW2 status quo. Our panel will discuss China's rise and its impact on the rest of the world.

10:20 – 10:40
Coffee and networking break

10:40 – 11:10
China, geoeconomics, and the rebalancing of global power

This presentation will cover the big changes in the world economy and China’s role in those changes; the strengths and vulnerabilities of China’s economy seen in the context of geo-political competition; and forward-looking scenarios of an emerging world system in which China is one of the two dominant superpowers (or possibly three, with India, in due course).

Sir Vincent Cable
Renowned Economist and Author

11:10 – 11:20
Q&A session with Sir Vincent Cable hosted by Michelle Dunne

11:20 – 11:50
Engineering the future: how China is turning AI into real-world technology at scale

The impact of Artificial intelligence has quickly expanding from digital world into physical world. Robotaxi, humanoid robots are both examples of physical forms of AI taking advantage of electrification and intelligence driven by the development of electric vehicle industry as led by XPENG and Tesla. The session will also explore how convergence of electrification and intelligence in the aviation industry has created eVTOL as a new AI embodied system that may reshape the industry landscape.

[This session is presented by ARIDGE (formerly XPENG AeroHT), Asia's largest manned eVTOL manufacturer.]

Michael Du
CFO and Vice President of Aridge (formerly XPENG AeroHT)

11:50 – 12:05
Chinese equities in the Year of the Horse: is the policy shift this time a game-changer?

China’s slow-burn exit from deflation, “anti‑involution” industrial policy and re-allocation of capital away from property are reshaping growth drivers, profitability and market leadership. Against the backdrop of the 15th Five Year Plan’s focus on advanced manufacturing and AI, this session explores whether today’s policy mix can unlock household savings, restore pricing power and sustain a more durable, equity‑friendly cycle - while global investors reassess China’s role in diversified portfolios

Caroline Maurer
Head of China and Core Asia Equities, HSBC Asset Management

12:05 – 12:20
China bonds: the state of the market

China’s bond market has developed rapidly, meeting key objectives and performing well. Looking ahead, there’s potential for greater foreign investor participation and further market growth. While risks remain, ongoing reforms and economic evolution present promising opportunities, positioning China bonds as a compelling option for diversified global portfolios

Geoff Lunt
Head of Asia Investment Specialists,
HSBC Asset Management

12:20 – 12:25
Closing remarks

Michelle Dunne
Head of Institutional Business, Europe, Global Head of Alternative Sales,
HSBC Asset Management

12:25 – 13:00
Lunch and networking