China of Tomorrow

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.

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 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 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. 

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.

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.