Zengtu Capital founding partner Zhang Yu: In the future, the important thing is the overseas expansion of the brand and the construction of local factories.

At today's "2026 China Enterprise Global Influence Dialogue", Zhang Yufan, founding partner of Zotter Capital, stated in his keynote speech "Global PerspectiveLocal Wisdom Emerging Market Investment Opportunities and Challenges" that China has many advantages such as supply chain, experience, talent, and capital. In the past, the focus was on trade and supply chain going overseas, but in the future, it will be more important to have brands going global, as well as the construction of local factories. In terms of specific directions, he suggested focusing on e-commerce, retail, groceries, transportation, daily necessities, building materials, and medical devices.