China of Tomorrow

The sentiment on China has improved, although the economy is still weak. This week on the China of Tomorrow podcast, Liqian Ren covers China's GDP, travel between Taiwan and slowing housing market. Liqian also offers insight into the improved market sentiment, which can be attributed to factors related to US-China relations, Elon Musk's visit to China, Chinese government's investment in equity, and new measures by the securities regulator CSRC.

This is week on the China of Tomorrow podcast, Professor and award-winning author Thomas Mullaney of Stanford University joins host Liqian Ren to discuss the history of the US-China tech competition and its impact on new technologies and reimagined systems in the tech industry. Professor Mullaney shares personal stories of innovators who worked on computerizing the Chinese language and highlights the importance of prompt engineering in Chinese technological culture. The conversation also touches on China's industrial base, including the impact of Chinese computers and collaborations with other countries. 

This week on the China of Tomorrow podcast, Liqian Ren is joined by Founder and Chairman of Rayliant Global Advisors, Jason Hsu to discuss investing in China’s A shares vs. Hong Kong and US-listed Chinese companies. During the episode, Jason also offers a peek into his playbook as they unpack how China fits into a broader emerging markets strategy and impact of the current geopolitical climate.

This week on China of Tomorrow, Liqian Ren is joined by Professor Lawrence Zhang to discuss his book "Power for a Price: The Purchase of Official Appointments in Qing China”. The conversation covers various topics regarding China’s landscape, including its political background, the impact of the ban on private tutoring, the exam system and education, access to historical archives, wealth transmission and inequality, and the tea industry in Taiwan. Professor Zhang also sheds light on the historical practice of buying government jobs and its implications for social mobility and power dynamics in China

Learn more about Professor Zhang's book today: https://www.amazon.com/Power-Price-Purchase-Appointments-Monographs/dp/0674278291

China’s Securities Regulatory Commission (CRSC) recently replaced its head securities regulator. How will this impact the market? This week on China of Tomorrow, Liqian Ren unpacks China's unique regulatory environment, mitigating risk for investors and the implication of last week’s boating accident in Taiwan Strait for future events.

This week on the China of Tomorrow podcast, Liqian Ren unpacks the story of Wuhan's COVID-19 outbreak and its global repercussions with Professor Dali Yang from the University of Chicago. In this episode, Professor Yang sheds light on the events surrounding the outbreak, as detailed in his latest book, "Wuhan: How the COVID-19 Outbreak in China Spiraled Out of Control." Professor Yang offers insights into the gathering and processing of information, decision-making by authorities, and the profound impact of Chinese policy on this defining event of our time.

This week on China of Tomorrow, Liqian Ren covers Taiwan's election results, lessons learned from polling and predictions, China's response to the housing bubble, as well as their institutional setup and policy response. Liqian also offers insight into investing, risk factors and headwinds for seeking opportunities outside the U.S, including Japan-focused strategies and our upcoming growth goals.

What is the impact of exposure to China on your emerging market portfolio? This week on the China of Tomorrow podcast, Liqian Ren continues the conversation around Taiwan’s quickly approaching election and discusses our 2024 China Outlook. Listen now as Liqian analyzes China’s housing market, U.S.-China relations, impact of the Taiwan election results on current trade conflicts, as well as the benefits a high quality-growth strategy can have given the current backdrop.

What should emerging market industry players know about the current state of China’s Economy? This week on the China of Tomorrow podcast, Liqian Ren covers the key considerations for China’s cool economy, including: November PMI state vs. private surveys, CPI inflation and monetary stimulus plan. Liqian also offers insight on the latest Taiwan election updates.

This week on the China of Tomorrow podcast, Liqian Ren discusses the upcoming 2024 Taiwan presidential election and offers insight into the history behind the three-way race, as well as the potential geopolitical implications of the candidate’s differing views on Taiwan’s relationship with China.

One of the leading summits for Asia-Pacific markets, APEC, is happening this week and Liqian Ren offers a few key insights leading up to the meeting. During this week’s episode of the China of Tomorrow podcast, Liqian also discusses the state of U.S.-China relations given the current economic backdrop.

After spending the last few months in China, Host Liqian Ren is returning for a new season of the China of Tomorrow podcast. Stream the first episode now to explore the reasons behind China’s economic slowdown and the challenging road to growth that lies ahead. 

What are the opportunities and challenges for harnessing venture capital in China? This week on the China of Tomorrow podcast, Liqian Ren leads a discussion with Dr. Hao Wu, founder and CEO of Nanonomics Biotechnology, a venture-backed biotech company. During the episode, Dr. Hao offers insight on the latest market trends and conditions related to Chinese venture capital, as well as the benefits of leveraging AI-technologies like machine learning and data analysis tools for biotech startups.

This week on the China of Tomorrow podcast, Liqian Ren is joined by Noah Smith, Founder and Writer at Noahpinion, a robust newsletter covering the latest economic and current events. During the episode, they offer insights on the emerging market competition, China’s evolving economy and more.

During this week's episode of the China of Tomorrow podcast, Liqian Ren is joined by Founder Paul Li of FHL Investment Management to discuss the methodology behind a quality health care investing strategy. In addition, they address the latest on U.S.-China competition, as well as potential solutions investors and advisors may want to consider for positioning a portfolio against the evolving economic backdrop.

During this week's episode of the China of Tomorrow podcast, Liqian Ren interviews Dawn Opus Asset Management's Portfolio Manager, Wang Jiang, about China's local fixed income market and how they find their niche in an era when traditional wealth management products are no longer risk-free.

Today's emerging markets landscape faces rising inflation and macro uncertainty. What are the challenges and opportunities for investors and their strategies in the current environment? This week on the China of Tomorrow podcast, Liqian Ren leads a discussion with award-winning Dr. Dambisa Moyo of Versaca Investments. During the episode, Liqian and Dambisa take a tour of emerging markets to discuss the latest considerations regarding the geopolitical landscape, U.S.-China-India relations and impactful evolution of AI on developed markets in the space.

This week on the China of Tomorrow podcast, Liqian Ren interviews Tao Wang, Chief China Economist of UBS Investment Bank and author of Making Sense of China’s Economy to discuss how investors can nimbly adapt to and navigate China’s evolving investment landscape by leveraging the right tools for the job. Listen now to hear the speakers cover the fundamentals of investing in China, as well as a short to long-term macro outlook and research tips for investors and advisors alike. 

This week on the China of Tomorrow podcast, Liqian Ren is joined by Chief U.S. Policy Strategist, Greg Valliere of AGF Investments in Washington D.C. During the episode, Greg offers insights on U.S.-China relations, including the latest regulatory updates and developments regarding the Restrict Act, elevated volatility and geopolitical world order.

In this special episode of China of Tomorrow, Liqian Ren speaks with Adam Sun, IC member of Oceanpine Capital’s healthcare industry investment. Adam joins Liqian from Beijing during the height of the Silicon Valley Bank collapse to discuss related impacts, as well as the VC investment landscape in biotech including risks, challenges and a macro-outlook for seeking growth opportunities in China.

This week on the China of Tomorrow podcast, Liqian Ren speaks with Bruce Mehlman, founder of Mehlman Consulting, one of the most effective bipartisan lobbying firms in Washington, D.C. During the episode, Bruce unpacks the latest regulatory updates and developments pertaining to China, as well as its potential impact on portfolio positioning.

This week on the China of Tomorrow podcast, Liqian Ren and Chief Executive Officer, Leland Miller of China Beige Book (CBB), one of the largest private data collection operations within a closed economy, discuss China’s PMI against CBB’s February data. With extensive experience in Asia and U.S. markets, Miller offers various insights on China's geopolitical landscape as we continue to gauge the climate on U.S. and China relations. For more information, visit the CBB website: https://www.chinabeigebook.com/ 

During this week’s episode of China of Tomorrow, Liqian Ren is joined by Paul Triolo, Senior Vice President for China and Technology Policy Lead of Albright Stonebridge Group, a founding member of a new multidisciplinary advisory firm, providing integrated solutions for clients facing complex global opportunities and challenges. Listen now for the latest updates on China - U.S. relations, Trade and Tech sanctions, as well as on the ground insights.

During this week’s episode of the China of Tomorrow podcast, Liqian Ren leads a discussion with Founder, Don Dongfan Ma of Horizon Insights to cover the latest macroeconomic and equity research in China.

On this week’s episode of China of Tomorrow, Liqian Ren is joined by Philip Chao, Principal CIO of Experiential Wealth to discuss the latest developments and updates in China at a central and local level. Providing a deep background in emerging markets, listeners will be empowered with the latest updates impacting investments in China, including: COVID-Zero, central vs. local political landscape, Yen vs. U.S. dollar and more.

On this week’s episode of China of Tomorrow, Liqian Ren is joined by WisdomTree’s Head of Equity Strategy, Jeff Weniger to discuss the unique considerations for investments in China and broader emerging markets, including: housing markets, growth vs. value investing and more.

On this week’s episode of China of Tomorrow, Jonathan Silverman, Senior Analyst at To Eleven Capital joins WisdomTree’s Director of Modern Alpha, Liqian Ren and Global Chief Investment Officer, Jeremy Schwartz to discuss the latest on Japanese investments, including: the risk-reward tightline, regulatory updates and more.

Is Geopolitics an important driver for 2020s investing? On this week’s episode of China of Tomorrow, Liqian Ren is joined by Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer and Louis-Vincent Gave, Founding Partner and CEO at Gavekal, a research and financial advisory firm offering clients information and ideas relating to Asia. This episode covers a macro discussion on the shifts in the geopolitical world order and economic relations from China to the U.S., Russia and more.