[Hybrid] China Economic Outlook 2025: Opportunities for FIEs After the Central Economic Work Conference Go back »
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Time2025-01-16 | 15:30 - 17:00
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Venue:Teams/ European Chamber Office Beijing, 4th Floor, Room C405
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Address:Teams / Room C405, Beijing Lufthansa Centre, 50 Liangmaqiao Road, Chaoyang District, Beijing
北京市朝阳区亮马桥路50号燕莎中心写字楼C405室 -
Fee:Members: 300 |
Non Members: 600
For China, 2025 marks a crucial year for achieving the objectives and tasks laid down in the 14th Five-Year Plan (2021-2025). Despite the headwinds that China's economy is facing, it has maintained overall stability and made steady progress. However, the economy still faces many difficulties and challenges, both inside and outside the country.
The Central Economic Work Conference (CEWC) was held in Beijing from 11th to 12th December, which outlined the key tasks for 2025, including the efforts should be made to drive the development of new quality productive forces and to expand high standard opening up while keeping foreign trade and foreign investment stable. Following the meeting, what should we watch out for in 2025 regarding China’s economy? What are the key takeaways particularly for European companies? Will the efforts be enough to both address the deeper structural issues that are holding back China's economic potential and restore business confidence in the market?
On a business standpoint, an increasing number of international companies have conducted reviews of their global resilience over the past half-decade or so, with their China operations seen as exposed to various risk factors and increasing trade tensions. The trend of companies diversifying their supply chains has also become more pronounced. Moreover, considering the Trump administration, what are the potential impact to EU-China ties and business? What about the next five years in terms of diversification for European companies?
To address the above questions, the European Chamber is delighted to invite economists, think tanks and policy experts to decode the economic landscape and explore the business opportunities that await foreign-invested enterprises after the CEWC.
*This event will be conducted in English and is off the record.
Agenda:
15:00-15:30 Registration
15:30-15:35 Opening Remarks
- Stefan Bernhart, Vice President, European Chamber
15:35-15:55 China's Economy: What to Watch in 2025? (in person)
- SU Yue, Principal Economist, Country Access China/Asia, The Economist Intelligence Unit (EIU)
15:55-16:15 China’s Economy into 2025 – Evolved Development Strategy, Macro-policy Priorities and What Strategic Questions European Business is Facing (in person)
- Markus Herrmann, Co-Founder and Managing Director, China Macro Group (CMG)
16:15-16:35 EU-China Business Diversification Outlook (online)
- Agatha Kratz, Director, Rhodium Group
16:35-16:55 Discussion and Q&A
- The keynote speakers
Moderated by Stefan Bernhart, Vice President, European Chamber
16:55-17:00 Closing Remarks
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Members of the Advisory Council may receive complimentary admission to Chamber seminars and conferences up to two attendees per event. Additional participants will be charged at the member rate.
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For further information contact Luyang Syvänen lsyvanen@europeanchamber.com.cn
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Events have limited seating so to ensure your attendance we encourage advance online registration and payment. We cannot guarantee entry to anyone not registered in advance and walk-ins on the event day is not allowed. A confirmation email with instructions on how to join the webinar will be sent to registrants who have paid.
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- Non-members will receive an email with a payment code shortly.
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Speakers
Mr. Stefan Bernhart

Mr. Stefan Bernhart
Stefan Bernhart holds a position as Director at Volkswagen Group China and manages the company’s international stakeholder relations. Prior to joining Volkswagen, he served the Federal Foreign Office as Economic and Industry Counsellor at the German Embassy in Beijing from 2016 to 2020. His previous industry experience includes leadership positions with Mercedes-Benz (previously Daimler AG) at HQ in Stuttgart. Stefan Bernhart holds a M.A. in Intercultural Communication and Economics.
Stefan was elected as the Vice President of the European Chamber in May 2023.
Ms. Yue Su

Ms. Yue Su
Yue Su is the Principal Economist of Country Analysis China/Asia at The Economist Intelligence Unit. She is a frequent guest in national and international media, providing critical insight into China’s economic trends and fast changing policy environment.
Yue leads EIU’s China research team, which provides economic and political coverage of China/Asian economies and has a strong client-facing element, both in terms of interacting with global clients looking at China and Chinese clients looking for a global perspective.
Yue joined the EIU in 2013. She has deep knowledge of China’s economic data and policy environment, and has played an instrumental role in shaping EIU's forecasts and analysis for China and Vietnam. She also drives, for example, our successful calls on China’s GDP growth in the Covid-19 era and leads EIU's coverage interpreting policies such as China’s Five Year Plan, Third Plenum Session etc. Yue has focused her research on subjects including regional and industrial economics, infrastructure and Chinese ODI/Belt and Road Initiative, Vietnam's economy and politics.
Yue holds a doctorate in political economy, with research centered on the aid effectiveness of multilateral development banks. She has served as an advisor on several commissioned studies in the infrastructure sector, including public-private partnerships in China and across Asia. Yue is also a mentor at the Faculty of Business and Economics at the University of Hong Kong.
Mr. Markus Herrmann Chen

Mr. Markus Herrmann Chen
Markus Herrmann Chen (陈瑞华), a Swiss-Chinese, is an experienced advisor to European business and financial investors focusing on effects from China’s political economy and global geoeconomic developments on corporate strategies, organizational design and HQ-subsidiary interactions as well as strategic partnerships and negotiations of foreign business in the Chinese market. Prior to CMG, Markus worked as Government Affairs Director with Bayer MaterialScience in China and as Management Consultant with Boston Consulting Group (BCG) in its Shanghai, Hong Kong and Zurich offices. Markus is a Strategic Advisor Europe to Caixin Global, as well as Board member with the Stein am Rhein Symposium (stars) and the Swiss Chinese Chamber of Commerce (SCCC) – for the latter leading its policy and government affairs including the interface with European peer organizations and the EUCBA. He is further engaged in the advisory board of CEIBS Zurich and is a member of the World Economic Forum’s Expert Network.
Markus holds a B.A. and M.A. in Law focusing on public policy, international public, economic and WTO law from the Universities of Geneva, Bern and Fribourg, plus he studied Chinese at the Peking University as a resident student and holds a Certificate of Advanced Studies from the University of Zurich in applied ethics..
Dr. Agatha Kratz

Dr. Agatha Kratz
Agatha Kratz is a Director at Rhodium Group.
She heads Rhodium’s China corporate advisory team, as well as Rhodium’s research on European Union-China relations and China’s economic statecraft. She also contributes to Rhodium work on China’s global investment, industrial policy and technology aspirations.
Agatha holds a Ph.D. from King’s College London, on China’s railway diplomacy. Her previous positions include Associate Policy Fellow at the European Council on Foreign Relations and Editor-in-Chief of its quarterly journal China Analysis, Assistant Editor for Gavekal-Dragonomics’ China Economic Quarterly, and Junior Fellow at Asia Centre in Paris.