Global Expansion: Financial Services Empowering Chinese Enterprises

In a landscape marked by rising global protectionism and slower economic expansion, China’s economy is transitioning from rapid development to a focus on optimisation and value creation. Amid these shifts, Chinese enterprises are entering a new phase of international expansion, driven by both internal strategies and external factors. Financial institutions play a central role in enabling global expansion and managing risks for enterprises, focusing on corporate finance, sustainable growth, and competitiveness.

This workshop brings together scholars, experts, and industry leaders to provide senior executives in financial institutions with actionable insights and guidance. With a focus on economic development, global expansion strategies, legal risk management, and capital operations, the workshop aims to equip participants with the tools they need to help entrepreneurial clients seize opportunities, overcome challenges, and achieve sustainable international growth.

Skills to be gained

Learn strategies to support Chinese enterprises in their global expansion, focusing on financial management, sustainable growth, and navigating a shifting global economy.

Gain practical approaches to managing legal and compliance risks across international markets.

Develop skills in investment and capital management tailored to diverse global environments.

Who will attend?

The programme is designed for chief executives and senior professionals from:

Transaction, retail, and private banking sectors

Insurance, trust, securities companies, and other financial institutions

Enterprises seeking to expand their operations internationally

The Agenda

6 December 2024 | Shanghai, China
  • 13:30-14:00

    Registration

  • 14:00-14:05

    Welcome address

    • Cindy Yu, Group Director and CEO, Greater China, The Asian Banker
  • 14:05-14:45

    Winning strategies for Chinese enterprises expanding globally

    As the global economy evolves, Chinese companies must develop clear international strategies to remain competitive. This session will explore how to optimise the internationalisation process through market research, cultural adaptation, and localisation strategies, featuring case studies of successful global expansions.

    Speaker:
    • Hu Jie

      Professor of Practice,
      Shanghai Advanced Institute of Finance,
      Shanghai Jiao Tong University

  • 14:45-15:25

    Overcoming compliance challenges: Legal risk management for global expansion

    Navigating the complexities of global markets requires a strong approach to compliance and legal risk management. This session will address the key compliance and legal challenges Chinese companies may encounter abroad, including trade regulations, tax compliance, intellectual property protection, labour laws, and environmental standards. We’ll also discuss strategies for building effective compliance systems to mitigate legal risks in cross-border operations.

    Speaker:
    • Gong Lefan

      Partner, Zhong Lun Law Firm

  • 15:25-15:40

    Tea/Coffee break

  • 15:40-16:20

    World economic outlook and new opportunities for internationalisation

    How will the economic trends of 2025 impact the international growth of Chinese companies? This session will examine the challenges facing global economic recovery and the Chinese government’s policy initiatives to boost confidence, then explore how these macro factors are opening new opportunities for Chinese companies abroad. We will discuss how enterprises can adjust their innovation strategies to capture these prospects amid shifting global economic centres and the rise of emerging markets.

    Speaker:
    • John Gong

      Vice President, Research and Strategy, University of International Business and Economics - Israel

  • 16:20-17:00

    Strategic investment and capital management: Leveraging opportunities in Latin American markets

    In an era of global economic uncertainty, how can Chinese enterprises effectively navigate investment and capital management in Latin American markets? This session features insights from seasoned trade experts on assessing market dynamics, crafting targeted investment strategies, and implementing capital management techniques tailored to the unique characteristics of Mexico and Brazil. Attendees will gain practical knowledge to successfully expand into these emerging markets.

    Panellists:
    • Santiago Toledo

      Commercial Counsellor,
      Embassy of Mexico in China

    • Adriano Giacomet

      Head, Trade Promotion and Investment,
      Embassy of Brazil in China

    Moderator:
    • Foo Boon Ping

      President and Managing Editor,
      The Asian Banker

Speakers

Hu Jie

Professor of Practice, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University

Gong Lefan

Partner, Zhong Lun Law Firm

John Gong

Vice President, Research and Strategy, University of International Business and Economics - Israel

Santiago Toledo

Commercial Counsellor,
Embassy of Mexico in China

Adriano Giacomet

Head, Trade Promotion and Investment,
Embassy of Brazil in China

Partner

Logo

CCB Trust, a non-bank financial institution invested and held by China Construction Bank, is committed to becoming a top-tier comprehensive asset management institution. Leveraging the advantages of CCB in customers, channels, and management, CCB Trust adheres to core values such as "caring for society, customer first," serving national economic construction, and deeply engaging in equity investment, securities investment, and other businesses to meet diverse needs. With innovation and comprehensive allocation, it creates long-term value, safeguards client interests, and promotes social prosperity. As an important force within the CCB Group, CCB Trust ranks at the forefront in profit contribution and comprehensive assessment, creating substantial returns for investors.

Venue

Sinan Salon
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