"US-China tariff truce: A boost or a shift? Philip Hu on China's…

Is the US-China tariff truce a temporary sentiment boost or a fundamental paradigm shift? Where is the market heading, and where are the investment opportunities in China? Philip Hu, Founding Member and Managing Director of Primavera Capital, tackled these questions at the Asian Venture Capital Journal (AVCJ) Private Equity Forum Singapore 2025. Key takeaways:  1. China's consistent pro-business and pro-private sector stance is driving the market in a positive direction. 2. Primavera's investment strategy has always focused on non-export-driven businesses, prioritizing the robust domestic market and consumer demand, which helps shield us from external risks. 3. While challenging, significant opportunities persist. For us, it’s always China, not just now. At Primavera, we are confident in China’s long-term investment opportunities, arising from urbanization, an expanding middle class, technological innovation, and transition to a carbon-free economy. #AVCJ #PrimaveraCapital #InvestingWhereTheFutureIs #PrimaveraPerspectives