#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...
Part 3: • FountainCap (Part 3 of...
Convo with Steven Luk, CEO, FountainCap
hosted by Alvin Fan, CEO, of OP Investment Management @opim_hk
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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 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.
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