Global Emerging Markets | China Deep Dive
Treading the tightrope: China's quest for growth amid debt concerns
China is facing a bumpy economic recovery as it confronts short-term macroeconomic volatility along with longer-term structural challenges.
These hurdles are not new to more developed economies, and as China pivots its growth plan to drive growth and productivity, what lessons can it draw from the experiences of other economies? Will its policy measures and reforms help it address its challenges and achieve sustainable and high-quality growth in the longer term?
Discussion Topics:
- How will global challenges and opportunities shape China’s growth prospects?
- Will its property downturn drag its economy into a debt crisis?
- What lessons can China learn from other economies that have faced similar challenges?
- How will the government balance funding needs with its growth and debt sustainability concerns?
Interactive session bringing together cross-sector credit experts to assess regional credit dynamics.
To view the details for the global event click here.
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SpeakersArthur R. Kroeber Founding partner Gavekal Dragonomics
Lillian Li Vice President - Senior Credit Officer, Credit Strategy and Standards Group Moody's Ratings
Gong Cheng Chief Credit Officer (APAC) Moody's Ratings
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Arthur R. Kroeber is the founder of Gavekal Dragonomics, a China-focused economic research firm with offices in Beijing and Hong Kong; and partner in its parent firm Gavekal.
Before establishing Dragonomics in 2002, he spent fifteen years as a financial and economic journalist in China and South Asia.
He is adjunct professor of economics at the NYU Stern School of Business and a member of the Council on Foreign Relations and the National Committee on US-China Relations.
His book China’s Economy: What Everyone Needs to Know (2nd edition 2020) is published by Oxford University Press.
Lillian Li is a Vice President–Senior Credit Officer in the Credit Strategy and Standards Group.
Based in Shanghai, Lillian contributes to thematic research on China, Japan and Korea, particularly with a cross-sectoral and macroeconomic credit focus. Lillian also drives and coordinates research initiatives covering major regional credit events.
Lillian’s role includes designing scenario analysis to test the resilience of credit ratings to a range of potential economic outcomes, as well as developing research publications on macro and credit trends and general market outreach for Great China.
Lillian joined Moody’s after eight years with the McKinsey Global Institute, where she led China macro-related research, including trends related to the macroeconomy, local government debt, as well as urbanization and sustainability. Lillian was also involved in analyzing the real estate, steel, auto and internet retail sectors.
Prior to joining McKinsey, Lillian was an Economic Analyst with the Canadian government’s Department of Foreign Affairs and Trade.
Lillian holds a Masters in Economics from the University of Ottawa and an MBA from the University of Warwick.
Gong Cheng is Moody’s Chief Credit Officer for Asia-Pacific (APAC). Based in Hong Kong SAR, China, Gong is also a Managing Director for the agency’s APAC Credit Strategy and Research Group. He is responsible for developing Moody’s views on emerging risks, conducting cross-sector macro research and aligning credit views across various industry sectors in the region. He chairs the APAC Credit Council and is a member of Moody’s Macroeconomic Board, which sets the agency’s global forecasts that inform rating assessments.
Prior to joining Moody’s, Gong had worked extensively in the public sector since 2010, including the Bank for International Settlements (BIS), European Stability Mechanism (ESM) and Banque de France, the French central bank. He led policy and research work on green finance, Asian economies, crisis resolution and sovereign debt. He was a member of the Central Banks and Supervisors’ Network for Greening the Financial System and led working groups on green and transition finance and central banks’ net-zero investments. He had also served as an official representative of the ESM and BIS in the G20 International Financial Architecture Working Group, dealing with international issues such as official-sector lending, sovereign debt restructurings, global imbalances and reforms in the international monetary system.
Gong holds a PhD in economics from Sciences Po Paris and master's degrees in finance and international political economy from Sciences Po Paris and London School of Economics. He has published extensively on topics such as net zero transition, climate finance, sovereign debt restructuring and fiscal and monetary policies.