FountainCap (Part 2 of 3): Charting China: Geopolitics and Tactical Allocation | Alpha Uncovered
1.5 هزار بار بازدید -
2 ماه پیش
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#geopolitics
#geopolitics #China #emergingmarkets #globalmacro
(0:00) - Teaser
(0:33) - China's Infrastructure & Global Elections: A Year of Intertwined Change
(3:35) - Navigating Regime Change and a Shifting Global Order
(7:40) - Winners and Losers of China's De-risking
(11:44) - How about pan-Asia?
Steven Luk, CEO of FountainCap, one of the longest standing Asia focused funds in Hong Kong, and Alvin Fan, CEO of investment firm OPIM, discuss China's economic growth strategy amid shifting geopolitical dynamics. As relationships between major powers change, they explore how China is navigating global political crosscurrents through initiatives like Belt and Road and key partnerships. The experts also debate views on India as an alternative to China for investors and how fund managers are balancing investment opportunities in China with geopolitical risks. For institutional investors seeking insights into strategic considerations around China from experienced industry leaders, this discussion provides valuable perspectives.
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Filmed on 14 Jun 2024 (Part 2 of 3)
Part 1: FountainCap (Part 1 of 3): China Sanc...
Part 3: FountainCap (Part 3 of 3): Defying Ch...
Convo with Steven Luk, CEO, FountainCap
hosted by Alvin Fan, CEO, of OP Investment Management @opim_hk
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Follow OPIM
www.opim.com.hk/en
LinkedIn: https://bit.ly/3xDZFgs
Spotify: https://spoti.fi/4cIgqFR
Apple Podcast: https://apple.co/45JUyrs
Wechat: hedgefund_club
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𝗢𝗣 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 Limited (“OPIM”)
OPIM is a leading Hong Kong-based asset management company established and licensed in 2004 with the Hong Kong Securities and Futures Commission (the "SFC") to carry out Type 1 (dealing in securities), Type 4 (advising on securities) and 9 (asset management) regulated activities under the provisions of the Securities and Futures Ordinance, subject to conditions apply to each regulated activity. For details of OPIM’s license, please refer to HKSFC’s public register [at https://www.sfc.hk/en].
The company is also a member of the Oriental Patron Financial Group and an associate of Wealthking AI Innovation Capital Limited (1140. HK). OPIM partners with emerging managers to develop innovative strategies for institutional and professional investors. OPIM’s institutional fund platform attracts both managers and investors from around the world working with the industry’s best business partners in alternative asset management.
---------
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video.
Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.
(0:00) - Teaser
(0:33) - China's Infrastructure & Global Elections: A Year of Intertwined Change
(3:35) - Navigating Regime Change and a Shifting Global Order
(7:40) - Winners and Losers of China's De-risking
(11:44) - How about pan-Asia?
Steven Luk, CEO of FountainCap, one of the longest standing Asia focused funds in Hong Kong, and Alvin Fan, CEO of investment firm OPIM, discuss China's economic growth strategy amid shifting geopolitical dynamics. As relationships between major powers change, they explore how China is navigating global political crosscurrents through initiatives like Belt and Road and key partnerships. The experts also debate views on India as an alternative to China for investors and how fund managers are balancing investment opportunities in China with geopolitical risks. For institutional investors seeking insights into strategic considerations around China from experienced industry leaders, this discussion provides valuable perspectives.
---------
Filmed on 14 Jun 2024 (Part 2 of 3)
Part 1: FountainCap (Part 1 of 3): China Sanc...
Part 3: FountainCap (Part 3 of 3): Defying Ch...
Convo with Steven Luk, CEO, FountainCap
hosted by Alvin Fan, CEO, of OP Investment Management @opim_hk
---------
Follow OPIM
www.opim.com.hk/en
LinkedIn: https://bit.ly/3xDZFgs
Spotify: https://spoti.fi/4cIgqFR
Apple Podcast: https://apple.co/45JUyrs
Wechat: hedgefund_club
---------
𝗢𝗣 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 Limited (“OPIM”)
OPIM is a leading Hong Kong-based asset management company established and licensed in 2004 with the Hong Kong Securities and Futures Commission (the "SFC") to carry out Type 1 (dealing in securities), Type 4 (advising on securities) and 9 (asset management) regulated activities under the provisions of the Securities and Futures Ordinance, subject to conditions apply to each regulated activity. For details of OPIM’s license, please refer to HKSFC’s public register [at https://www.sfc.hk/en].
The company is also a member of the Oriental Patron Financial Group and an associate of Wealthking AI Innovation Capital Limited (1140. HK). OPIM partners with emerging managers to develop innovative strategies for institutional and professional investors. OPIM’s institutional fund platform attracts both managers and investors from around the world working with the industry’s best business partners in alternative asset management.
---------
FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video.
Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.
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