• How will a steady expansionary global growth outlook with mounting geopolitical tensions affect China?
• Can China achieve a smooth growth transition?
• How will the government balance growth and debt risk as deleveraging plays out?
• What are the costs and benefits from the latest climate policies?
• How effective will the latest stimulus measures be in boosting earnings?
• Will the government's latest supportive measures further narrow credit differentiation among LGFVs?
• Can new growth sectors like new energy vehicles continue to expand amid intensifying competition?
• How will massive net-zero spending affect the power and other net-zero-related sectors?
• Will geopolitical risks overwhelm the prevailing positive momentum?
• What are our views on banks, insurers, nonbank financial institutions and structured credits?
• What is the impact from the government’s recent policy measures?
• What medium-term challenges and opportunities will the sector face?
*Agenda as of 8 November