6th HKU Quarterly Forum on Chinese Economy

1:40 p.m.

嘉賓簽到  Registration

2:00 p.m. – 2:05 p.m. (5分钟)

論壇開幕

會議主持 MC

衛鏡伊 Jingyi WEI

前香港有線電視/i-CABLE財經資訊臺總編輯及首席主播
Former Chief Editor and Chief Anchor of Financial Information Channel of Hong Kong Wharf Cable TV/i-CABLE

2:05 p.m. – 2:10 p.m. (5分钟)

歡迎致辭 Welcoming Remarks

蔡洪濱 Hongbin CAI

香港大學經管學院院長
香港大學中國經濟研究所所長
經濟學講座教授
Dean and Chair of Economics, Director of Institute of China Economy (ICE), HKU Business School

2:10 p.m. – 2:15 p.m. (5分钟)

歡迎致辭 Welcoming Remarks

李春波 Chunbo LI

香港清華同學會會長
中信證券國際董事長及首席執行官
中信證券股份有限公司執行委員
President, Tsinghua Alumni Association of Hong Kong
Chairman and Chief Executive Officer, CITIC Securities International
Executive Committee Member, CITIC Securities Company Limited

第一單元：主題報告發佈
全球關稅衝擊與“新三期疊加”—當前中國經濟情勢與政策展望

Session One: Theme Report
Global Tariff Shocks and the “New Three Phases of Superposition”: China’s Current Economic Situation and Policy Outlook

2:15 p.m. – 3:05 p.m. (50分钟)

毛振華 Zhenhua MAO

香港大學經管學院經濟學實務教授
香港特首政策組專家
Professor of Practice in Economics, HKU Business School
Chief Executive’s Policy Unit Expert Group in HKSAR

第二單元：當前中國經濟熱點問題研討

Session Two: Discussion on Current Hot Issues in China’s Economy

3:05 p.m. – 3:30 p.m. (25分钟)

主旨演講 I Keynote Speech I:
“中國房地產市場的波動趨勢展望”
“Volatility Outlook in China’s Real Estate Market”

巴曙松 Shusong BA

香港大學經管學院金融學實務教授
香港特首政策組專家
中國宏觀經濟學會副會長
Professor of Practice in Finance, HKU Business School
Chief Executive’s Policy Unit Expert Group in HKSAR
Vice President, the China Society of Macroeconomics

3:30 p.m. – 3:55 p.m. (25分钟)

主旨演講 II Keynote Speech II:
“如何從歷史看待美國債務”
“What does history tell us about US government debt?”

陳志武Zhiwu CHEN

香港大學經管學院金融學講座教授
鄭裕彤金融學講座教授
量化歷史研究中心主任
香港人文社會科學研究所所長
香港大學校務委員會成員
Chair Professor of Finance, HKU Business School
Cheng Yu-Tung Professor in Finance
Director, Centre for Quantitative History
Director, Hong Kong Institute for Humanities and Social Sciences
HKU Council Member

3:55 p.m. – 4:20 p.m. (25分钟)

青年學者主旨演講 III Emerging Scholar’s Keynote Speech III:
“貿易戰及其影響”
“The Trade War and Its Influences”

李海石 Haishi LI

香港大學經管學院經濟學助理教授
Assistant Professor in Economics, HKU Business School

第三單元：圓桌討論

Session Three: Roundtable Discussion

4:20 p.m.  – 5:20 p.m. (60分钟)

主持人/Moderator: 蔡洪濱 Hongbin Cai

香港大學經管學院院長
香港大學中國經濟研究所所長
經濟學講座教授
Dean and Chair of Economics
Director, Institute of China Economy (ICE), HKU Business School

對話嘉賓/Panelists (排名不分先後，按姓氏字母顺序排列Surnames in alphabetical order):

• 方方 Fang FANG

香港水木投資集團合夥人
Founding Partner, Waterwood Investment Group

• 劉曉龍 Xiaolong LIU

上海聚鳴投資董事長、投資總監
Chairman and CIO, Shanghai Intewise Capital Management Limited

• 陸挺 Ting LU

野村證券中國首席經濟學家
Chief China Economist, Nomura

• 喬虹 Hong (Helen) QIAO

美國銀行大中華區首席經濟學家
亞洲經濟研究主管
Chief Economist for Greater China,
Head of Asia Economics Research, Bank of America

• 張寧 Ning ZHANG

瑞銀高級中國經濟學家
Senior China Economist, UBS Group AG

5:20 p.m.

總結  Concluding Remarks