CIO Series Flash: The Memory Super Cycle and Call to Action

What is the CIO Series?

A regular webinar featuring our CIO and distinguished guest speakers to discuss macro, markets, sectors and stocks, including top-down investment themes and bottom-up stock picks. The session consists of a presentation followed by a Q&A.

Synopsis

AI is fueling a Memory Supercycle, but not all memory makers are equally positioned to benefit. Join Qi Wang and Garrick Li from PWM Research for our Wealth Flash reports on memory, along with our top picks for the sector. 15-min discussion + 15-min Q&A.

About the Speaker

Qi Wang, CFA
CIO of UOB Kay Hian Wealth Management

Qi Wang is the Chief Investment Officer (CIO) of UOB Kay Hian Wealth Management. He has over 28 years of research and investment experience in the US, China and global markets. He specializes in identifying and studying disruptive changes (e.g. innovative technologies) and their investment implications.

About the Guest Speaker

Garrick Li
US Tech Sector Senior Analyst

Garrick Li is a Senior Analyst and key member of the PWM Research team, covering the US technology sector. Before joining UOB Kay Hian, Garrick was a research analyst at BOC Investment, and also worked in prop trading for Shenwan Hongyuan Securities. Previously, he was an investment manager at Rightime Asset Management, a boutique fund manager based in Hong Kong.