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21专访|摩根大通Oliver Brinkmann:中国创新经济高速发展,技术是企业出海核心驱动力
2 1 Shi Ji Jing Ji Bao Dao·2025-06-11 11:52

Core Insights - The Asia-Pacific region is experiencing robust growth in its innovative economic ecosystem, characterized by high growth potential and a relatively young demographic dividend, particularly in emerging industries like robotics and artificial intelligence [2][7] - China is witnessing sustained high-speed growth across multiple sectors, including biotechnology, next-generation robotics, disruptive business models, internet, life sciences, climate technology, and health technology, all expected to maintain strong growth [2][7] - Chinese companies are increasingly expanding into global markets, particularly in Southeast Asia and the Middle East, which offer unique opportunities due to their rich natural resources and growing consumer bases [2][9] Industry Trends - The demand for risk management and hedging has significantly increased among large enterprises in the Asia-Pacific region due to the impact of tariffs and trade protectionism [4] - The private equity market is not at a peak, and factors such as high interest rates and stock market volatility are expected to drive demand for non-traditional assets [4] - The Asia-Pacific region is projected to account for over 50% of global GDP by 2040, with internal trade corridors presenting significant cross-border business opportunities [5] Technological Advancements - Technology is identified as the core driving force for Chinese companies' international expansion, with capabilities in humanoid robotics, artificial intelligence, and fintech [3][10] - The Asia-Pacific region is potentially leading in artificial intelligence and biotechnology, with significant advancements in clean energy as well [7] Market Opportunities - Southeast Asia and the Middle East are becoming popular destinations for Chinese companies, providing unique opportunities for supply chain development due to their abundant natural resources [9] - The experience China gained in infrastructure development can be leveraged by Southeast Asian countries, which are at similar stages of development [10] Company Strategy - Morgan Stanley has been expanding its workforce in the Asia-Pacific region by approximately 10% this year to support long-term growth, contrasting with the current market contraction [6] - The company emphasizes a global development strategy while focusing on local strategies in China, where it has established a comprehensive network to support Chinese clients globally [8]