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Nick Leung

McKinsey Global Institute (director)
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NeutralGlobal Equities 2026-08-14
Nick Leung tells BNN China's macro picture (demographics, consumer slowdown) is weaker than in past decades but its companies are far more competitive and innovative than before.
Now the macro doesn't look as good, but the micro looks much better than it did before.
Nick Leung · McKinsey Global Institute (director) · https://www.youtube.com/watch?v=8vgO4kX_o6w @2:47 ↗
BullGlobal Equities leaning · 2026-08-14
Nick Leung tells BNN China remains a great opportunity for multinationals even though the game has become harder and more competitive.
The game has changed. It's more difficult, it's more competitive, but it's still a great opportunity.
Nick Leung · McKinsey Global Institute (director) · https://www.youtube.com/watch?v=8vgO4kX_o6w @4:54 ↗

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