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Perspectives on EV Industrial Policy from Chinese, U.S., and European Experts
CF40 Research Department
Recently, the China Finance 40 Forum (CF40) and the Peterson Institute for International Economics (PIIE)jointly hosted the 16th CF40-PIIE Young Economists Forum - Green Industrial Policy and Trade Tensions. US experts believed that subsidies can promote the development of domestic industries but also create spillover effects on other countries. High-wage countries need to raise tariffs to protect their domestic markets. Trade competition in the electric vehicle industry betw...
05.15.2024
A Review of the Recent Quantitative Crisis and Suggestions for Future Developments
CF40 Research Department
Quantitative investing, at its essence, is to replace human decision-making with mathematical models. Investment philosophy, financial theory, and computer are the three main elements. Quantitative investing mainly includes two types: fundamental and technical analysis. Quantitative trading in China originated in 2010 and, after explosive growth from 2018 to 2021, has now entered a stage of high-quality development.
05.15.2024
China’s Silver Economy: Account-Based Pensions and the Capital Market
Zheng Bingwen
Abstract: The impact of population aging on the economy is systemic, endogenous, and long-term. From a supply and demand viewpoint, as industries undergo the age-friendly transition, new demands will emerge to generate new supplies, which will in turn open up new space for demands, creating new drivers of growth and scaling up the silver economy in this process. But in reality, to achieve this closed loop of supply and demand, we need to take into account the pension security...
05.15.2024
Building China into a Financial Powerhouse and the Role of Hong Kong
CF40 Research Department
Recently, the China Finance 40 Forum (CF40) held a luncheon on the theme of Building China into a Financial Powerhouse and the Role of Hong Kong. Laura Cha, Academic Advisor for CF40 and then Chair of the Hong Kong Stock Exchange, stated that Hong Kong would fully leverage its advantages as a financial sector and contribute significantly to China’s financial development by focusing on core financial elements that are essential for building a financial powerhouse.
05.15.2024
Unleash Economic Growth with Greater Countercyclical Policy Efforts
Zhang Bin, CF40 Non-resident Senior Fellow
Abstract: The main challenge facing the current economy is the lack of effective demand. If we can solve this key issue, many other issues could be solved easily. Increasing aggregate effective demand, whether by expanding consumption or investment demand, ultimately requires credit growth, which mainly relies on measures in three aspects: the first is to expand government borrowing to a minimum of 11 trillion yuan to increase expenditure; the second is to ease monetary polic...
05.15.2024
Risk Management and Institutional Developmentin Quantitative Investment
ZHOU Xin，CF40 Guest Speaker
An objective and accurate definition of quantitative investment is the premise for analyzing it. First, quantitative and active investment are not opposites and do not employ fundamentally different investment logic. Second, quantitative investment is not synonymous with hedging, nor is it a guaranteed investment approach regardless of market conditions. Finally, quantitative investment is not solely about high-frequency trading, nor is it entirely a “black box” strategy. Ess...
05.15.2024
Economic and Policy Highlights Following the Two Sessions
Robin XING, CF40 Member
This year’s economic growth target conveys the government’s intention to guide expectations and stabilize confidence, but it will not be an easy task. The contraction of local government financing vehicles (LGFVs) and the decrease in land transfer revenue will restrict to some extent how expansionary broad fiscal policy can be. To offset the tightening effects of deleveraging in the real estate and LGFV sectors and to bring the inflation rate and nominal GDP growth back to m...
05.15.2024
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