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Mansfield Freeman Chair Professor, Tsinghua University | Director, Academic Center for Chinese Economic Practice and Thinking | Leading Chinese Economist | Author
One of China's most influential economists and former member of the People's Bank of China Monetary Policy Committee, speaker David Li Daokui translates Chinese policy, financial risk, and geopolitics for international boards. Author of China's World View, he bridges Beijing's inner circles and the world's markets. Organizations book David Li Daokui to stress-test China strategy and prepare leaders for a U.S.–China-defined decade.
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Economics speaker David Li Daokui is one of China’s most influential economists and a leading interpreter of the Chinese economy for international audiences. Mansfield Freeman Chair Professor at Tsinghua University’s School of Economics and Management, he serves as Director of the Academic Center for Chinese Economic Practice and Thinking (ACCEPT) and of the Center for China in the World Economy (CCWE), and previously served on the Monetary Policy Committee of the People’s Bank of China.
A frequent commentator in global media, speaker David Li Daokui is known for explaining Chinese economic policy, financial risks, and structural transitions in terms that Western boards, investors, and policymakers can act on. His expertise spans monetary policy, corporate finance, international economics, economic development, and the long-term evolution of the Chinese economy—including real estate deleveraging, local government debt, industrial policy, and the global implications of China’s growth transition.
Before joining Tsinghua, Li taught at the Hong Kong University of Science and Technology, the University of Michigan, and Stanford University, and worked at the World Bank and the Harvard Institute for International Development. He is a research fellow of the Centre for Economic Policy Research and co-president, alongside Nobel Laureate Eric S. Maskin, of the Society for the Analysis of Government and Economics. Wall Street Wire named him one of China’s 10 most influential economists; CCTV honored him on its Men of the Year list for the Chinese Economy.
His recent book, China’s World View: Demystifying China to Prevent Global Conflict, draws on two millennia of history—Confucian philosophy, imperial dynasties, and Communist Party leadership from Mao to Xi—to explain how contemporary Chinese leaders actually see the world, and to argue for deeper mutual understanding at a moment of rising geopolitical risk.
As a speaker, David Li Daokui offers senior audiences something rare: a direct, on-the-ground view of Chinese economic decision-making paired with the rigor of a Western-trained academic. Organizations book him to pressure-test their China strategy, understand where global markets are heading, and prepare leadership teams for a world in which the U.S.–China relationship is the defining variable.
In this keynote, David Li Daokui unpacks the implications of China's current leadership for the country's financial and economic trajectory. He examines the core policy priorities—industrial policy, real estate deleveraging, local government debt, and the push for technological self-sufficiency—and what each means for monetary policy, capital markets, and cross-border investors. Drawing on first-hand experience advising Beijing, Li translates official signals into actionable context for Western CEOs, CIOs, and policymakers trying to decide how much China exposure is too much—and how much is too little.
China's rise is no longer a story of low-cost manufacturing; it is a story of standards, platforms, currencies, and supply-chain architecture. In this talk, Li examines how China is reshaping the norms and institutions of the global economic system—through the Belt and Road Initiative, RMB internationalization, green tech leadership, and regional trade blocs—and what that means for multinationals headquartered in the West. Audiences leave with a clearer view of which parts of the global rulebook are genuinely being rewritten, and where classical Western assumptions still hold.
Li offers a contrarian counterpart to the dominant Western narrative about China's economy. He highlights the policy experiments, industrial strategies, and institutional reforms that have powered decades of growth—and acknowledges honestly where those models have hit limits. For U.S. and European audiences debating industrial policy, infrastructure spending, and long-term planning, Li provides practical lessons about what travels across borders and what does not.
China remains the single most consequential buyer of commodities, energy, and critical minerals. In this talk, Li analyzes the drivers behind Chinese demand, the strategic implications for resource-rich economies across Latin America, Africa, the Middle East, and Asia-Pacific, and the ways governments and corporations can position to benefit from—or hedge against—the next cycle of Chinese purchasing. Executives walk away with a framework for thinking about long-horizon commodity exposure in a world where Beijing's decisions shape the curve.
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