Episode 74: China’s AI-Driven New Economy

Erica Poon Werkun, Citi's Head of Research for JANA and Asia South, sits down with Chief China Economist Xiangrong Yu and Head of Pan-Asia Internet Research Alicia Yap to discuss AI development in China and the country's AI-driven new economy, with conversation topics ranging from how AI can be a catalyst for new economic growth to worries about workforce displacement. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.