That's according to a CNBC translation of his Mandarin-language speech Friday at asset manager ChinaAMC's investment strategy conference. Founded in 1998, ChinaAMC is one of the country's largest mutual fund managers and claims 1.54 trillion yuan ($240.63 billion) in assets under management. Liu's talk was billed by the organizers as a discussion of macroeconomic issues for the second half of the year. But the presentation slides were titled "The bipolar world under the U.S.-dollar super-expansion cycle — The Chinese capital market's 'cognitive revolution.'" Liu, also chief economist at Tianfeng Securities, echoed that line when speaking confidently of China's ability to achieve its goal of becoming a "great nation."