China's Economy: What to know and key policies to watch in the second half of the year


Exclusive for Chairman's Circle members


As China begins implementing its 15th Five-Year Plan, businesses are reassessing the country's policy priorities and what they will mean for investment, market opportunities, and the broader operating environment. While China's economy is expected to regain some momentum in the second half of the year, growth remains uneven, and global uncertainties continue to shape the outlook.


Join us for this timely discussion with Gavekal Dragonomics' Christopher Beddor and Wei He as they examine China's economic trajectory for the months ahead, the key policy developments to watch, and the implications for U.S.-China economic relations.


ใ€Event Detailsใ€‘

  • Format: In Person
  • Date & Time: July 20, 2026 | 3:15โ€“ 4:35 PM


ใ€Notesใ€‘

  • The session will be conducted in English.
  • This briefing will be held off the record. As seating is limited, seniority will be considered when confirming registrations.

Agenda

3:15 PM - 3:30 PM
Reception
3:30 PM - 3:35 PM
Opening remark by Michael Hart
3:35 PM - 4:05 PM
Exclusive Briefing
4:05 PM - 4:35 PM
Q&A

Speakers

  • Michael Hart (President of AmCham China)

    Michael Hart

    President of AmCham China

  • Christopher Beddor (DEPUTY CHINA RESEARCH DIRECTOR of Gavekal Dragonomics (Beijing) Research Co., Ltd)

    Christopher Beddor

    DEPUTY CHINA RESEARCH DIRECTOR of Gavekal Dragonomics (Beijing) Research Co., Ltd

    Chris works with the team of China analysts to shape and refine their research, and writes on China’s economy and policy environment. Chris joined Gavekal Dragonomics from Bridgewater Associates, where he served as the firm’s lead economic policy analyst covering China. Prior to Bridgewater, he worked as an opinion columnist for Reuters, based in Hong Kong, and as an analyst covering Chinese economic policy at Eurasia Group in Washington, DC. Chris holds a masters’ degree in international economics and international relations from The Johns Hopkins University School of Advanced International Studies (SAIS) and an undergraduate degree in history from Carleton College.

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  • Wei He (CHINA ECONOMIST at Gavekal Dragonomics (Beijing) Research Co., Ltd)

    Wei He

    CHINA ECONOMIST at Gavekal Dragonomics (Beijing) Research Co., Ltd

    Wei tracks Chinese monetary and fiscal policy for Gavekal Dragonomics. He previously worked at Financial Times Confidential, where he wrote on a wide range of macroeconomic and financial topics, as well as Market News International. A Beijinger, he has a BA in finance from Peking University, and an MA in politics from New York University.

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Tickets

Chairman's Circle members
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