China of Tomorrow

This week on China of Tomorrow, Liqian Ren covers the latest U.S.-China trade developments following the tentative agreement to reduce tariffs. She breaks down what each side has conceded, how markets are responding, and why this deal may be more tactical than transformative. Listen now to understand the implications for Chinese equities and what investors should watch for next. Please see the Wis...

This week on China of Tomorrow, Liqian Ren breaks down what’s really changing in China’s trade and economic landscape, from shifting tariff dynamics and import charges to consumer price trends and tech competition. Liqian also explores how these shifts may impact markets, multinationals, and everyday investors navigating exposure to China in a volatile global backdrop.

This week on China of Tomorrow, Liqian Ren breaks down the latest in U.S.-China tensions from tariff escalations and tech carve-outs to delisting risks and shifting investor sentiment. As markets weigh the potential for a near-term deal, she cuts through the noise with clear analysis on what's driving the headlines, where the pressure points lie, and how capital markets are adapting.

What do tariffs, tech, and Taiwan mean for your portfolio? This week on China of Tomorrow, Liqian Ren unpacks the latest developments between the U.S. and China—from market volatility and currency shifts to the broader investment landscape.

This week on China of Tomorrow, Liqian Ren unpacks the latest trends in U.S. and Chinese retail sales, the impact of U.S.-China relations on investment strategies, and continued decline in China’s housing market. Liqian also explores shifting policies aimed at stimulating demand and the resilience of Chinese consumers amid economic challenges – while addressing the broader geopolitical competition...

What do the latest U.S. tariffs mean for China’s economy and your portfolio? This week on China of Tomorrow, Liqian Ren revisits the evolving U.S.-China trade landscape, unpacking the latest tariff increases, their impact on global markets, and what investors should watch next. Liqian also breaks down key takeaways from China’s National People’s Congress and a surprising shift in U.S.-China digita...

What signals is Beijing sending to private enterprises, and how could it impact investors? This week on China of Tomorrow, Liqian Ren breaks down a recent meeting between President Xi Jinping and top Chinese entrepreneurs, exploring its implications for China’s business landscape. She also examines the effects of U.S. sanctions on Chinese tech companies, the country’s latest technological innovati...

This week on China of Tomorrow, Liqian Ren discusses the emergence of DeepSeek, a generative AI platform developed by a quantitative trading firm, and its implications for Chinese technology and equity markets. Listen now to learn more about the advancements in AI and biotech in China, the macroeconomic environment affecting the equity landscape, and the rising significance of Hangzhou as a tech h...

This week on China of Tomorrow, Liqian Ren continues the discussion on U.S.-China trade relations amid President Trump’s inauguration. From tariff implications and trade policy shifts to the TikTok controversy and China’s economic outlook, Liqian breaks down the market impacts of evolving domestic and international dynamics.

This week on China of Tomorrow, Liqian Ren examines China’s 2025 economic landscape, from civil servant wage hikes and US sanctions to challenges like low fertility rates and local governance. Listen now to learn how the latest policy shifts and market volatility are reshaping perceptions of Chinese products and investment opportunities.

This week on China of Tomorrow, Liqian Ren breaks down what's happening with China's economy and what the latest U.S. tariffs could mean for the markets. Liqian also dives into the ongoing trade tensions between the two countries and shares potential solutions for investors and advisors on how to navigate the current economic climate.

With China’s recent stimulus package falling short of market expectations, questions arise about its potential to spark real economic recovery. This week on China of Tomorrow, Liqian Ren covers why investors remain skeptical, unpacking the nuances of China’s debt restructuring approach and its potential implications for growth.

This week on China of Tomorrow, Liqian Ren provides an analysis of China's equity market dynamics, highlighting the impact of US policies on China's economy, including the Fed’s influence on monetary policy. Liqian also offers insights into China's economic strategies and geopolitical considerations involving China, India, and the US, underscoring the potential benefits of maintaining some exposur...

This week on the China of Tomorrow podcast, Liqian Ren covers the recent fluctuations in the Chinese equity market, highlighting the actions taken by regulatory bodies like the PBOC and NDRC. Liqian also explains the liquidity measures introduced to support the market, mixed reactions from investors and emphasizes the importance of understanding China's economic landscape and volatility in the sto...

During this week’s episode of China of Tomorrow, Liqian Ren discusses the recent retail-driven rally in China's market, driven by significant stimulus policies from the People's Bank of China (PBOC) and other financial regulators. Liqian also covers the implications of these policies for investors, the challenges of shorting the market and the overall economic sentiment in China amidst the current...

Is China still attractive for investors? This week on China of Tomorrow, Liqian Ren discusses the current economic situation in China, highlighting the risks of deflation, weak consumption, and the implications of recent policy changes, including a delayed retirement age. Liqian also offers insight into the housing market's struggles, the impact of macroeconomic trends on investment strategies...

This week on China of Tomorrow, Liqian Ren covers China’s latest PMI data, as well as the implications of lowering mortgage rates of existing home loans, the potential impact of low fertility rate on China's economic growth, and the People’s Bank of China, or PBOC’s, focus on the stability of the yuan amidst an uncertain monetary environment. People’s Bank of China (PBOC): is the central bank...

What should EM investors know about China’s economy? This week on China of Tomorrow, Liqian Ren discusses the speculation surrounding rumors of President Xi's absence from headlines, key factors in China's stimulus approach and how to navigate the risk-reward tightrope in Chinese equities.

Although there’s no significant policy initiatives, short-term stimulus measures are expected to be implemented to meet the 5% growth target at China's third plenum meeting of the Central Committee of the Communist Party. This week on the China of Tomorrow podcast, Liqian Ren covers the political meeting, as well as the PBOC’s reduced short-term interest rates and impact on overall market sent...

China’s central bank, PBOC, raised some rates by a few basis points in an economic slowdown, by promising to short the government bonds if its yield falls too much. This week on the China of Tomorrow podcast, Liqian Ren discusses why this unconventional policy was actually somewhat expected under China’s political set up.

This week on China of Tomorrow, Liqian Ren covers two main themes: tax investigations in local areas and the anticipation of an important July political meeting in China. The tax investigations have raised concerns about the use of tax investigations as a political tool by local governments. The lack of money in both households and local governments has led to an increase in fines and price hikes...

Chinese equities have gained momentum after China appoints Wu Qing as new chairman of the Chinese Securities Regulatory Commission (CSRC). What are the factors driving this momentum? This week on China of Tomorrow, Liqian Ren discusses the CSRC’s initiative to enforce dividend payments to investors, as well as China's strong export data and its move towards higher-tech manufacturing, which is...

How does China’s housing market affect the global economy? This week on the China of Tomorrow podcast, Liqian Ren covers the latest happenings in Taiwan, as well as the state of China’s housing market and its impact on the local economy and potential implications for U.S. investment strategies. Listen now to learn more about the potential risk vs reward on investing in China given the current back...

This week on the China of Tomorrow podcast, Liqian Ren discusses the economic competition between the U.S. and China, covering China's low credit growth, weak economy, housing bubble's impact and the Chinese government's efforts to stimulate the economy. Listen now to hear how risk aversion among households, companies, and local governments are contributing to low credit growth in Chin...

The sentiment on China has improved, although the economy is still weak. This week on the China of Tomorrow podcast, Liqian Ren covers China's GDP, travel between Taiwan and slowing housing market. Liqian also offers insight into the improved market sentiment, which can be attributed to factors related to US-China relations, Elon Musk's visit to China, Chinese government's investment i...