Is China Investable? September 13, 2021
As the Chinese government continues to carry out unprecedented regulatory tightening, what the new regulatory environment means for China’s growth, investment outlook and beyond is Top of Mind. We get perspectives from Primavera Capital’s Fred Hu, Oxford University’s George Magnus, Tsinghua University’s David Li and CSIS’s Jude Blanchette, and our own economists and strategists. Hu, Li and our analysts view these shifts as largely consistent with the goal of achieving sustainable and socially responsible growth, suggesting limited damage to China’s longer-term growth and investment prospects, despite the likelihood of continued market volatility and a growth drag over the shorter term.
The Post-Pandemic Future of Work Aug 4, 2021
As workers have started to return to the office, the extent to which pandemic-related shifts in work will persist—and the implications for workers, companies, cities and beyond—is Top of Mind. We speak with Stanford’s Erik Brynjolfsson and Nicholas Bloom, McKinsey’s Sven Smit, and UC Berkeley’s Enrico Moretti. They generally agree that a “hybrid” in person/remote work model will become the new normal for about half of the US workforce—with important implications for companies—but differ on what this and other pandemic related shifts in work will mean for productivity.