Strategic Investment Conference 2025 Session 19 | What Western Analysts Keep Getting Wrong about China, and What We Can Get Right

Fri, 16 May 2025, 3:00 PM - 3:50 PM

Marko Papic joins anonymous strategist @ShanghaiMacro, whose unfiltered, data-rich work has earned him the trust of macro investors—and the scrutiny of the China Communist Party. For security and safety reasons, his identity remains private. This session will dig into China’s hidden fragilities and ambitions, and how tariffs and policy shifts may reshape the future of global trade.

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