China of Tomorrow

On this week’s episode of China of Tomorrow , Jonathan Silverman, Senior Analyst at To Eleven Capital joins WisdomTree’s Director of Modern Alpha, Liqian Ren and Global Chief Investment Officer, Jeremy Schwartz to discuss the latest on Japanese investments, including: the risk-reward tightline, regulatory updates and more.

Is Geopolitics an important driver for 2020s investing? On this week’s episode of China of Tomorrow, Liqian Ren is joined by Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer and Louis-Vincent Gave, Founding Partner and CEO at Gavekal, a research and financial advisory firm offering clients information and ideas relating to Asia. This episode covers a macro discussion on the shifts in...

On this week’s episode of China of Tomorrow, Liqian Ren is joined by University of California San Diego Professor, Victor Shih, with newly published China politics study Coalition of the Weak, and Jinan University’s Professor and independent think tank founder Dingding Chen for an in-depth discussion about the big political game this year in China.

On this week’s episode of China of Tomorrow, Liqian Ren is joined by Co-founder and Chief Executive Officer Peter Luo, PhD at Adagene, a biotech company that is applying its AI powered technology platform to develop new antibody treatments for cancer. During the episode, Liqian and Dr. Luo cover the latest developments in the pharmaceutical industry affecting productivity rates in research and dev...

On this week’s episode of China of Tomorrow, Liqian Ren is joined by WisdomTree’s Head of Equity Strategy Jeff Weniger and Jeff Collett, Partner at Yuki Co LLC, a firm that advises on Japanese and global equity strategies, to discuss the rules of the road in Japanese equity and currency markets including the Yen, regulatory challenges and recent developments and more.

On this week’s episode of China of Tomorrow, Liqian Ren is joined by Brian CK Ho, Partner at Deloitte in Singapore, focusing on Asia Pacific and Southeast Asia, to discuss how ESG investing is being evaluated at the company level historically and in the future.

On this week’s episode of China of Tomorrow, Liqian Ren is joined by HSBC Managing Director and Chief India Economist, Pranjul Bhandari and WisdomTree Director of Macroeconomic Research, Aneeka Gupta to report on China and India as the Russian-Ukraine war continues to dominate markets while covering the latest on potential inflation risks, growth outlook and more.

On this week’s episode of China of Tomorrow, Jeremy Schwartz and Liqian Ren are joined by Bruce Liu, CEO and Founder and Yang Ren, Portfolio Manager of Digital Transformation ETF Strategy at Esoterica Capital to discuss, among other things, the latest industry trends, China’s cooperation with global semiconductor companies and related industry concerns.

On this week’s episode of China of Tomorrow, Hosts Jeremy Schwartz and Liqian Ren speak with Nicholas Smith, Japan Strategist at CLSA in Tokyo, to examine Japanese markets while covering ETFs versus value investing in this area, regulatory updates and more.

On this week’s episode of China of Tomorrow, Liqian Ren speaks with Stanley-Laman Group Senior Portfolio Manager, Wei Huang and WisdomTree Director of Macroeconomic Research, Aneeka Gupta to discuss the economy and equity markets, inflation drivers and growth outlook across India and China.

On this week’s episode of the China of Tomorrow podcast, Liqian Ren is joined by Dr. Howard Tang, with roots in Malaysia and Singapore, SmartAHC’s Co-Founder and COO, to answer your questions about conducting small business in China. During the episode, Liqian reminisces fondly of her time in China while discussing Howard’s experiences developing SmartAHC, a leading provider of digitalization solu...

What’s the latest on the global energy crisis? On this week’s China of Tomorrow podcast, Wisdom Tree’s Liqian Ren and Jeremy Schwartz lead a discussion with Pinecone Macro Research’s Chase Taylor on the latest trends in the space. The session offers a wide-range of insights into the hot topics of China’s energy efficiency, energy storage sector, the rise of nuclear power and more.

On this episode of China of Tomorrow, Liqian and Jeremy are joined by Marko Papic, Partner and Chief Strategist at Clocktower Group, an alternative asset management platform in public markets that seeds and invests in hedge funds across macro and onshore China-focused strategies. Tune-in to hear our guests discuss navigating offshore investment flows and trades, Chinese tech companies coming under...

On this episode of China of Tomorrow, Liqian and Jeremy are joined by Vivek Viswanathan, Global Head of Research and Portfolio Management, Senior Managing Director at Rayliant Global Advisors. Listen for a discussion on how regulatory risk is increasing in China, an overview of Rayliant’s quantamental approach, how meme stock traders fare in China, and more.

On this episode of China of Tomorrow, Liqian and Jeremy are joined by Mr. Jinzhou Li, Head of Investor Relations with Aier Eye Hospital Group. Listen for a discussion on the recent developments in China regarding banning private business in certain sectors and how it might impact medical service, the trends and revenue generators in the eyecare industry in China, and how a private hospital group c...

On this episode of China of Tomorrow, Liqian and Jeremy are joined by Boris Eykher, founder of Open Mineral, and Winston Ma, chairman of the advisory board of Open Mineral. Listen as our guests discuss supply and demand implications for the minerals and commodities traded on the Open Mineral marketplace, the impact China has on the production and trading of these minerals, and how blockchain is an...

On this episode of China of Tomorrow, Liqian and Jeremy are joined by Jeff Li, Portfolio Manager at EFG Asset Management, UK. Listen as our guest discusses his views on quality and value characteristics, as well as growth, and some of the key investment themes for Chinese investments particularly manufacturing and consumer sectors. He also discusses the investment case for India.

On this episode of China of Tomorrow, Liqian and Jeremy are joined by Mr. Yi Shen, Founder and CEO of Shenyi Investments, in China. Listen as our guest discusses the investment landscape in China, the differences in ETF trading operations as well as the challenges of being a privately owned asset management company in China.

On this episode of China of Tomorrow, Liqian and Jeremy are joined by Wei Huang, portfolio manager at Stanley-Laman Group. Listen as our guest discusses the thought process and approach for managing portfolios focused on emerging markets, particularly China and India.

On this episode of China of Tomorrow, Liqian and Jeremy are joined by Yufeng (Ethan) Ma, partner and chief representative at Orrick, Shanghai. Listen as our guest discusses some examples of intellectual property cases, his experience with the ITC and some of the differences between business law in China and the U.S.

On this episode of China of Tomorrow, Liqian and Jeremy are joined by Winston Ma, Chairman of the Advisory Board for ThreeFold, a European decentralized cloud company. Listen as they discuss blockchain technology advancement in China and its implications, the future of digital currencies, and point-to-point internet.

In this episode of China of Tomorrow, Liqian and Jeremy are joined by Patrick Springer, Managing Director and Head of Institutional Securities at Huatai Securities. The speakers discuss the current China landscape, which is illuminated by Patrick’s experience working with some of the largest high-tech companies in China.

On this episode of the China of Tomorrow Podcast, Liqian Ren is joined by Professor Nan Li from the College of Economics at Shanghai Jiao Tong University. Liqian and Professor Li discuss the Chinese financial regulations in China and as well as the Professor's views on the digital dollar.

In this episode, Jeremy and Liqian host John Yin Wu, formerly of TAL Education Group. They discuss the landscape of the educational system in China, and compared to the U.S.