王崎
首席投資官 大華繼顯財富管理
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
We are spot on with our prediction of “China’s Growing Pains” for 2026, which has been consistently validated by the weak macro data. China’s economic challenges appear even more severe than expected, given the continued weakness in real estate and consumption. As a result, Hong Kong-China markets have struggled to gain momentum, offering limited upside YTD. However, there remain a few bright spots within the Chinese economy, especially around a new wave of export upgrades. Also, a range bound, dull market often provides the best environment for bottom-up stock picking. During this webinar, we will leverage our in-depth research on China Export Shock 2.0 and China Maxing to discuss new export upgrade opportunities.
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
Elena Chen
Hong Kong China Equity Analyst, Private Wealth Management
Elena Chen is the Hong Kong China Equity Analyst, Private Wealth Management. She has over seven years of experience in Hong Kong-China equity research and company auditing, having previously covered the Internet and property sectors. Elena holds a Master’s degree in Accounting from the Hong Kong University of Science and Technology and a Bachelor’s degree in Economics from the University of British Columbia, and is a Certified Public Accountant in Hong Kong.
首席投資官 大華繼顯財富管理
大華繼顯財富管理中港股票分析師