Shows
China of TomorrowChina Beyond the HeadlinesFrom tariffs and tech to local protests and market stimulus, this week on China of Tomorrow, Liqian Ren cuts through the noise. She offers a grounded take on China’s economic positioning, domestic sentiment, and how investors should interpret the latest U.S.-China trade dynamics.2025-07-1017 minChina of TomorrowChina’s Economic and Global ShiftChina is pivoting from infrastructure-heavy stimulus to targeted consumer support, but will it be enough to sustain growth? This week on China of Tomorrow, Liqian Ren breaks down Beijing’s evolving playbook, from service-sector subsidies to the political sensitivities shaping its response to U.S. actions in the Middle East. Listen now to hear how domestic policy and global dynamics are reshaping China’s economic path.2025-06-2615 minChina of TomorrowRare Earths, Trade Routes, and the Real Stakes in U.S.-China TalksWhat does the latest turn in U.S.-China relations mean for your portfolio? This week on China of Tomorrow, Liqian Ren breaks down China’s newest inflation and export data, highlights how Chinese manufacturers are rerouting supply chains through Southeast Asia, and explains why rare earth minerals may be Beijing’s strongest card at the negotiating table. With state visits in the works and tensions rising, Liqian shares what investors should watch and why these developments could ripple across global markets.Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 2025-06-1218 minChina of TomorrowLocal Growth, Global HeadwindsAs global demand softens and trade tensions simmer, can China successfully pivot from export-driven growth to building stronger local markets? This week on China of Tomorrow, Liqian Ren explores how Chinese companies are navigating a shifting global landscape. She unpacks the pressures of evolving regulations and what these changes mean for the broader economy and global investors.2025-05-2911 minChina of TomorrowU.S.-China Agree to Cut Tariffs: Here’s What Comes NextThis 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.2025-05-1514 minChina of TomorrowGlobal Trade Outlook: What’s Shifting in 2025?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.2025-05-0115 minChina of TomorrowTariffs and Trade Wars: Will the U.S. and China Strike a Deal?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. 2025-04-1716 min
Buy High. Sell Low. Techaktien und Global.Stock.Flash#84 China-Aktien, Öl-Aktien, Sportartikel-Aktien, Containerschiff-Aktien, Ende ZollstreitStabiler Broker: https://www.financeads.net/tc.php?t=41730C2968122832TChina Observer: https://youtu.be/ELZJnXTlNg0?si=au4rxvj3N01TmBGHBis zu 83% Preisvorteil bei Spotify Premium, YouTube Premium, Netflix, Disney+, ChatGPT 4.0 Plus, NordVPN: https://taplink.cc/techaktienPatreon Stephan: https://www.patreon.com/TechaktienInstagram Stephan: https://www.instagram.com/techaktien/Twitter / X Stephan: https://x.com/Techaktien1YouTube Stephan: https://www.youtube.com/@TechaktienInstagram Max: https://www.instagram.com/global.stock.flash/Telegram Max: https://t.me/+rnYRa1QHgLZiM2Y6Webseite Juri: https://grey-capital.com/Instagram Juri: https://www.instagram.com/greyxcapital/YouTube Juri: https://www.youtube.com/@GREYxCAPITAL(Werbung)00:00:00 Marktumfeld00:21:40 Nike, Adidas, Puma, On Holding, Lululemon, Under Armor00:35:50 Den Boden finden: Vix, Ölpreis, Baltic Dry Index, Gold, Anleihen / Bonds, CME FED Watchtool, St. Lou2025-04-111h 46China of TomorrowU.S.-China Relations: Tariffs, Tech and TaiwanWhat 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.2025-04-0312 minChina of TomorrowMarket Overview: U.S. and China Retail SalesThis 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 shaping these dynamics. 2025-03-2013 min
The Commodity ExchangeBiting back: The commodities set to thrive in the Year of the Snake | The Commodity ExchangeCommodity markets are facing headwinds from rising bond yields, a strong dollar, trade wars, and China’s economic slowdown—but not all assets will struggle. In this episode of The Commodity Exchange, Mobeen Tahir and Nitesh Shah explore which commodities are set to thrive despite the risks. From gold’s surprising resilience to silver’s breakout potential and the energy transition fuelling demand for base metals, they break down where investors can find opportunities in 2025.For EU Investors Only:For more valuable insights and to stay ahead in the ever-evolving world of commodit...2025-03-0644 minChina of TomorrowUnderstanding U.S. Tariffs on ChinaWhat 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 digital diplomacy. Whether you’re investing in emerging markets or tracking geopolitical risks, this episode offers valuable insights for navigating the road ahead. 2025-03-0611 minChina of TomorrowU.S.-China Relations: What You Need to KnowWhat 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 innovations, and how the success of a Chinese animated film provides cultural context for these shifts. Liqian also offers key investment insights to help navigate China’s evolving market.2025-02-2013 minChina of TomorrowDeepSeek and Its Impact on Chinese Tech
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 hub.
2025-02-0613 minChina of TomorrowU.S-China Trade Relations & Tariff Implications Part IIThis 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.2025-01-2312 minChina of TomorrowChina's Economic Outlook for 2025This 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.2025-01-0917 minChina of TomorrowU.S.-China Trade Relations and Tariff ImplicationsThis 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.2024-12-1216 minChina of TomorrowIs China’s Economic Stimulus Too Little, Too Late?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.
2024-11-1413 minChina of TomorrowNavigating China's Bear MarketThis 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 exposure to China in a portfolio.2024-10-3117 min
Buy High. Sell Low. Techaktien und Global.Stock.FlashFolge 62: Indien vs. China, ETFs, GoldAudible mit 90% Rabatt auf die ersten drei Monate, 69.000 Finanzhörbücher: https://www.awin1.com/cread.php?s=3737074&v=14444&q=500323&r=742727
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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 stock market, especially in light of upcoming US elections. Listen now to hear insights into the Chinese government’s financial strategies aimed at stabilizing local economies and supporting private enterprises.2024-10-1718 minThe Commodity ExchangeCommodity outlook: Navigating the precious metals surge | The Commodity ExchangeIn this episode of The Commodity Exchange, join Nitesh and Mobeen as they delve into the latest trends and insights in the commodity markets. In this episode, they explore the surge in precious metals, driven by geopolitical tensions, central bank policies, and investor sentiment. Discover why gold and silver are shining bright and what the future holds for these valuable assets. The discussion also covers the impact of China's stimulus on industrial metals, the dynamics of the energy market amidst Middle Eastern conflicts, and the tactical opportunities in agricultural commodities influenced by weather patterns.
...2024-10-1555 minChina of TomorrowOpportunities Amidst Volatility?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 volatility.
2024-10-0317 min
Wealthion - Be Financially ResilientChina Stimulus & Fed Cuts: Will It Be Enough? | Jeremy SchwartzChina’s stimulus and the Fed’s rate cut aim to boost their economies—will it be enough? Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer, joins James Connor to discuss their impact on markets, the global economy, and where the risks and opportunities lie. They explore whether these moves can prevent a recession, stock market valuations, US elections, and how investors should position themselves. Jeremy also weighs in on geopolitical risks, including conflict escalation in the Middle East and tensions involving Taiwan, and explains why he likes commodities like oil to hedge them.Investme...2024-10-0142 minChina of TomorrowShifting Retirement Demographics, Rates and DeflaitonIs 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, and the potential for future growth despite current challenges.2024-09-1913 minChina of TomorrowChina’s August PMI, PBOC & Mortgage Rates
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 of the People’s Republic of China with the power to control monetary policy and regulate financial institutions in mainland China.
Purchasing Managers’ Index (PMI): An indicator of the economic hea...2024-09-0510 minChina of TomorrowEvolving Chinese Policies: Challenges & OpportunitiesWhat 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.2024-08-2211 minChina of TomorrowSlow-Moving Policies After Party Meeting – What does this mean for Investors?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 sentiment.2024-07-2517 minChina of TomorrowU.S.-China Monetary Policy: Why is China’s PBOC Not Behaving Like the Fed?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.2024-07-1112 minChina of TomorrowPower Dynamics and Incentives in Policy ImplementationThis 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 by local SOEs. The central government has clarified that it is not investigating private enterprises for money. Understanding the power dynamics and incentives at both the central and local levels is crucial...2024-06-2715 minChina of TomorrowWhat’s Behind the Price Momentum in Chinese Equities?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 causing competition with American and European companies. Liqian also offers insight on China's economic stimulus, the upcoming third plenary meeting of the Communist Party, and the potential policies that may be announced.2024-06-1317 minChina of TomorrowAll Gave Some, Some Gave AllHow 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 backdrop.2024-05-3015 minThe Commodity ExchangeThe Commodity Exchange: The everything rally beginsCommodities have been experiencing a rally across all sectors, driven by positive action and big picture forces.
In this episode of The Commodity Exchange, Nitesh and Mobeen discuss the recent rally in commodities, covering precious metals, energy, industrial metals, and agriculture.
They discuss the rally in gold and silver, the role of central banks and China in driving demand, and the potential upside for silver. They also talk about platinum and palladium, the impact of the energy transition, and the tight supply in platinum. They touch on copper and its importance in the energy transition...2024-05-3042 min
Insight is Capital™ PodcastWisdomTree: Navigating These Unusual Market and Economic SignalsIn this conversation Jeff Weniger, Head of Equity Strategy and Samuel Rines, Macro Strategists, Model Portfolios at WisdomTree Asset Management, join us to discuss various topics including the performance of the equity and bond markets, inflation, the labor market, and the real estate market. We explore the potential impact of rising yields on equities, the relationship between bonds and stocks, and the role of the US dollar as a hedge. We get into the challenges of navigating the current economic landscape and the reluctance of individuals and businesses to make changes in their financial strategies. Jeff and Sam unpack t...2024-05-281h 13China of TomorrowU.S.-China Relations: U.S. Tariffs on Chinese Electric Vehicles and Other ProductsThis 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 China, and how the U.S.'s announcement of tariffs on Chinese EV and other products is affecting the relationship between the two superpowers. 2024-05-1611 minChina of TomorrowU.S.-China Relations: The Housing Market, Economic Updates & Tesla
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 in equity, and new measures by the securities regulator CSRC.2024-05-0210 minChina of TomorrowNavigating the U.S.-China Tech CompetitionThis is week on the China of Tomorrow podcast, Professor and award-winning author Thomas Mullaney of Stanford University joins host Liqian Ren to discuss the history of the US-China tech competition and its impact on new technologies and reimagined systems in the tech industry. Professor Mullaney shares personal stories of innovators who worked on computerizing the Chinese language and highlights the importance of prompt engineering in Chinese technological culture. The conversation also touches on China's industrial base, including the impact of Chinese computers and collaborations with other countries. 2024-04-0442 minThe Commodity ExchangeThe Commodity Exchange: The macro backdrop for commoditiesIn the first half of this Episode of The Commodity Exchange, Nitesh and Mobeen are joined by Nick Stadmiller, head of product at Medley Advisors. Together they discuss key macroeconomic topics related to commodity markets. The conversation covers central bank activity, the polarization of central banks, expectations from the Fed, risks of surprises, the ECB's timing and actions, China's economic prospects, deglobalization and emerging markets, and the economic implications of the US election. In the second half of this episode, Nitesh and Mobeen reflect on the topics covered with Nick and discuss how they impact commodity markets, with a...2024-03-2650 minChina of TomorrowThe Playbook for China ETFsThis week on the China of Tomorrow podcast, Liqian Ren is joined by Founder and Chairman of Rayliant Global Advisors, Jason Hsu to discuss investing in China’s A shares vs. Hong Kong and US-listed Chinese companies. During the episode, Jason also offers a peek into his playbook as they unpack how China fits into a broader emerging markets strategy and impact of the current geopolitical climate.
2024-03-2138 minChina of TomorrowPower for a Price: The Purchase of Official Appointments in Qing ChinaThis week on China of Tomorrow, Liqian Ren is joined by Professor Lawrence Zhang to discuss his book "Power for a Price: The Purchase of Official Appointments in Qing China”. The conversation covers various topics regarding China’s landscape, including its political background, the impact of the ban on private tutoring, the exam system and education, access to historical archives, wealth transmission and inequality, and the tea industry in Taiwan. Professor Zhang also sheds light on the historical practice of buying government jobs and its implications for social mobility and power dynamics in China
Learn more about Prof...2024-03-0736 minThe Commodity ExchangeThe Commodity Exchange: Exploring the Energy Transition with Steven Knell and Aneeka GuptaIn this episode of The Commodity Exchange, Nitesh is joined by Steven Knell, Head of Power and Renewables, Wood Mackenzie and Aneeka Gupta, Director, Macroeconomic Research, WisdomTree. Their conversation explores the ongoing energy transition and its implications. They discuss the challenges and opportunities in the transition from fossil fuels to low-carbon energies, the role of strategic metals and rare earth minerals in the energy transition, along with the long-term growth drivers for these resources as well as the opportunities for miners geared towards the transition.
(00:00) Introduction
(05:13) Reflection on 2023 and the Energy Transition2024-02-2752 minChina of TomorrowU.S.-China Relations: Regulatory Updates & Market NewsChina’s Securities Regulatory Commission (CRSC) recently replaced its head securities regulator. How will this impact the market? This week on China of Tomorrow, Liqian Ren unpacks China's unique regulatory environment, mitigating risk for investors and the implication of last week’s boating accident in Taiwan Strait for future events.2024-02-2311 minChina of TomorrowUnveiling Wuhan's COVID-19 OutbreakThis week on the China of Tomorrow podcast, Liqian Ren unpacks the story of Wuhan's COVID-19 outbreak and its global repercussions with Professor Dali Yang from the University of Chicago. In this episode, Professor Yang sheds light on the events surrounding the outbreak, as detailed in his latest book, "Wuhan: How the COVID-19 Outbreak in China Spiraled Out of Control." Professor Yang offers insights into the gathering and processing of information, decision-making by authorities, and the profound impact of Chinese policy on this defining event of our time.2024-02-0837 minChina of TomorrowTaiwan 2024 Election & China Outlook: Opportunities, Volatility and GrowthThis week on China of Tomorrow, Liqian Ren covers Taiwan's election results, lessons learned from polling and predictions, China's response to the housing bubble, as well as their institutional setup and policy response. Liqian also offers insight into investing, risk factors and headwinds for seeking opportunities outside the U.S, including Japan-focused strategies and our upcoming growth goals.2024-01-2511 minChina of TomorrowTaiwan 2024 Elections & China OutlookWhat is the impact of exposure to China on your emerging market portfolio? This week on the China of Tomorrow podcast, Liqian Ren continues the conversation around Taiwan’s quickly approaching election and discusses our 2024 China Outlook. Listen now as Liqian analyzes China’s housing market, U.S.-China relations, impact of the Taiwan election results on current trade conflicts, as well as the benefits a high quality-growth strategy can have given the current backdrop.2024-01-1126 minChina of TomorrowChina's Cool EconomyWhat should emerging market industry players know about the current state of China’s Economy? This week on the China of Tomorrow podcast, Liqian Ren covers the key considerations for China’s cool economy, including: November PMI state vs. private surveys, CPI inflation and monetary stimulus plan. Liqian also offers insight on the latest Taiwan election updates.2023-12-1410 minChina of TomorrowTaiwan 2024 Elections: What You Need to KnowThis week on the China of Tomorrow podcast, Liqian Ren discusses the upcoming 2024 Taiwan presidential election and offers insight into the history behind the three-way race, as well as the potential geopolitical implications of the candidate’s differing views on Taiwan’s relationship with China.2023-11-3022 minThe Commodity ExchangeThe Commodity Exchange: Outlook for 2024In this episode of The Commodity Exchange, Nitesh and Mobeen get together to discuss the outlook for 2024 after an eventful 2023 for commodity markets.
(00:00) Intro and disclaimer
(01:46) Are commodities a late cycle performer?
(04:32) Will 2024 also be a good year for defensive commodities?
(09:47) China's economic outlook for next year
(16:38) Evolving production challenges the world faces for raw metals
(25:25) Can investors hedge themselves against unforeseeable risks when investing in commodities?
(29:51) Outro
(30:41) Disclaimer
You can follow our panellists on Twitter at:
2023-11-2930 minChina of TomorrowU.S.-China Relations: APEC and BeyondOne of the leading summits for Asia-Pacific markets, APEC, is happening this week and Liqian Ren offers a few key insights leading up to the meeting. During this week’s episode of the China of Tomorrow podcast, Liqian also discusses the state of U.S.-China relations given the current economic backdrop.2023-11-1615 minChina of TomorrowWhat's Behind China's Economic Slowdown?After spending the last few months in China, Host Liqian Ren is returning for a new season of the China of Tomorrow podcast. Stream the first episode now to explore the reasons behind China’s economic slowdown and the challenging road to growth that lies ahead.
2023-11-0212 minThe Commodity ExchangeThe Commodity Exchange: "A Turning Point in Commodities?" with Ole HansenIn this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Ole Hanse, Head of Commodity Strategy at Saxo Bank.
Together they debate whether we are at a turning point in commodities after central bank hawkishness created headwinds for the asset class this year.
(00:00) Intro
(00:55) Disclaimer
(01:31) Meet Ole
(04:05) What big trends are we currently seeing?
(07:43) Are we reaching peak bearishness?
(11:00) US inflation - Can the Fed afford to take a break?
(14:09) Gold - Where do we see it...2023-08-0138 minChina of TomorrowBiotech Startup in China: A Conversation with Dr. Hao Wu
What are the opportunities and challenges for harnessing venture capital in China? This week on the China of Tomorrow podcast, Liqian Ren leads a discussion with Dr. Hao Wu, founder and CEO of Nanonomics Biotechnology, a venture-backed biotech company. During the episode, Dr. Hao offers insight on the latest market trends and conditions related to Chinese venture capital, as well as the benefits of leveraging AI-technologies like machine learning and data analysis tools for biotech startups.
2023-07-0640 minThe Commodity ExchangeThe Commodity Exchange: Energy and Industrial MetalsThis week, Nitesh and Mobeen are joined by Francisco Blanch, Managing Director, Head of Global Economics and Derivatives research at Bank of America Securities.
Together they discuss what common threads weave together the fate of energy and industrial metals and what forces might drive them apart in the future.
(00:00) Intro and Disclaimer
(01:51) Market recap
(04:40) Current positioning in oil futures
(07:40) Russian sanctions
(10:40) US oil rigs
(13:57) The IEA's June oil market report - China's recovery
(16:19) Thinking long term about...2023-07-0430 minChina of TomorrowPower Play: Which Emerging Markets Are on the Move?This week on the China of Tomorrow podcast, Liqian Ren is joined by Noah Smith, Founder and Writer at Noahpinion, a robust newsletter covering the latest economic and current events. During the episode, they offer insights on the emerging market competition, China’s evolving economy and more.
2023-06-2258 minChina of TomorrowThe Fundamentals of Health Care Investing: U.S. and BeyondDuring this week's episode of the China of Tomorrow podcast, Liqian Ren is joined by Founder Paul Li of FHL Investment Management to discuss the methodology behind a quality health care investing strategy. In addition, they address the latest on U.S.-China competition, as well as potential solutions investors and advisors may want to consider for positioning a portfolio against the evolving economic backdrop.2023-06-0842 minChina of TomorrowNavigating China’s Quantitative Fixed Income MarketDuring this week's episode of the China of Tomorrow podcast, Liqian Ren interviews Dawn Opus Asset Management's Portfolio Manager, Wang Jiang, about China's local fixed income market and how they find their niche in an era when traditional wealth management products are no longer risk-free.2023-05-2540 minChina of TomorrowGeopolitics and Asset Allocation: Re-think China and IndiaToday's emerging markets landscape faces rising inflation and macro uncertainty. What are the challenges and opportunities for investors and their strategies in the current environment? This week on the China of Tomorrow podcast, Liqian Ren leads a discussion with award-winning Dr. Dambisa Moyo of Versaca Investments. During the episode, Liqian and Dambisa take a tour of emerging markets to discuss the latest considerations regarding the geopolitical landscape, U.S.-China-India relations and impactful evolution of AI on developed markets in the space.2023-05-1130 minChina of TomorrowChina's Baseline Economic ToolkitThis week on the China of Tomorrow podcast, Liqian Ren interviews Tao Wang, Chief China Economist of UBS Investment Bank and author of Making Sense of China’s Economy to discuss how investors can nimbly adapt to and navigate China’s evolving investment landscape by leveraging the right tools for the job. Listen now to hear the speakers cover the fundamentals of investing in China, as well as a short to long-term macro outlook and research tips for investors and advisors alike. 2023-04-2737 minChina of TomorrowU.S.-China Relations: Balancing A Restrict(ive) ActThis week on the China of Tomorrow podcast, Liqian Ren is joined by Chief U.S. Policy Strategist, Greg Valliere of AGF Investments in Washington D.C. During the episode, Greg offers insights on U.S.-China relations, including the latest regulatory updates and developments regarding the Restrict Act, elevated volatility and geopolitical world order.2023-04-1334 min
Real Vision: Finance & InvestingWhat Are We Missing in China?Ash Bennington is joined by Liqian Ren, director of Modern Alpha at WisdomTree Investments, to illuminate the intricacies of the Chinese economy and market opportunities. You can find more of Liqian’s work here: https://www.wisdomtree.com/investments Learn more about your ad choices. Visit podcastchoices.com/adchoices2023-04-1036 minChina of TomorrowSVB and Chinese Biotech Ventures: Challenges and OpportunitiesIn this special episode of China of Tomorrow, Liqian Ren speaks with Adam Sun, IC member of Oceanpine Capital’s healthcare industry investment. Adam joins Liqian from Beijing during the height of the Silicon Valley Bank collapse to discuss related impacts, as well as the VC investment landscape in biotech including risks, challenges and a macro-outlook for seeking growth opportunities in China. 2023-03-3033 minChina of TomorrowInterview with Founder Bruce Mehlman, Mehlman ConsultingThis week on the China of Tomorrow podcast, Liqian Ren speaks with Bruce Mehlman, founder of Mehlman Consulting, one of the most effective bipartisan lobbying firms in Washington, D.C. During the episode, Bruce unpacks the latest regulatory updates and developments pertaining to China, as well as its potential impact on portfolio positioning.2023-03-2337 minChina of TomorrowInterview with CEO Leland Miller, China Beige BookThis week on the China of Tomorrow podcast, Liqian Ren and Chief Executive Officer, Leland Miller of China Beige Book (CBB), one of the largest private data collection operations within a closed economy, discuss China’s PMI against CBB’s February data. With extensive experience in Asia and U.S. markets, Miller offers various insights on China's geopolitical landscape as we continue to gauge the climate on U.S. and China relations. For more information, visit the CBB website: https://www.chinabeigebook.com/ 2023-03-0934 minChina of TomorrowInterview with Senior Vice President, Albright Stonebridge GroupDuring this week’s episode of China of Tomorrow, Liqian Ren is joined by Paul Triolo, Senior Vice President for China and Technology Policy Lead of Albright Stonebridge Group, a founding member of a new multidisciplinary advisory firm, providing integrated solutions for clients facing complex global opportunities and challenges. Listen now for the latest updates on China - U.S. relations, Trade and Tech sanctions, as well as on the ground insights.2023-02-2345 minChina of TomorrowInterview with Founder Don Dongfan Ma, Horizon InsightsDuring this week’s episode of the China of Tomorrow podcast, Liqian Ren leads a discussion with Founder, Don Dongfan Ma of Horizon Insights to cover the latest macroeconomic and equity research in China.2023-02-0938 minChina of TomorrowInterview w/ Principal CIO Philip Chao, Experiential WealthOn this week’s episode of China of Tomorrow, Liqian Ren is joined by Philip Chao, Principal CIO of Experiential Wealth to discuss the latest developments and updates in China at a central and local level. Providing a deep background in emerging markets, listeners will be empowered with the latest updates impacting investments in China, including: COVID-Zero, central vs. local political landscape, Yen vs. U.S. dollar and more.2022-12-081h 02
RiskReversal PodNot a Time for Index Hugging with Peter Boockvar and Jonathan Steinberg of WisdomTreeGuy, Dan, and Peter Boockvar discuss what protests in China mean for Central Banks around the world (1:00), crude oil under pressure (5:00), S&P 500 earnings (7:30), and the yield curve inversion (11:00). Later, Peter interviews Jonathan Steinberg, CEO of WisdomTree (WT), and talk about how WisdomTree created and marketed their funds in the past and some of their current funds in a world of higher interest rates (16:00), currency swings (22:00) and whether this a time for more finesse in the ETF space given all the macro-economic cross currents (40:00).Check out our show notes and transcript here2022-11-2847 minChina of TomorrowInterview with Head of Equity Strategy Jeff Weniger, WisdomTreeOn this week’s episode of China of Tomorrow, Liqian Ren is joined by WisdomTree’s Head of Equity Strategy, Jeff Weniger to discuss the unique considerations for investments in China and broader emerging markets, including: housing markets, growth vs. value investing and more.2022-11-1735 min
echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETFegtv #234 - CHILI 🌶 Scharfe Schwellenländer Strategie mit ETF | China | Indien | Lateinamerika | Indonesien
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⚠️ Disclaimer: Keine Anlageberatung oder -empfehlung. Alle Angaben ohne Gewähr. Wertentwicklungen der Vergangenheit sind kein Indikator für zukünftige Wertentwicklung. Weitere ausführliche Information...2022-10-211h 00
China of TomorrowInterview with Senior Analyst Jonathan Silverman, To Eleven CapitalOn 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.2022-08-0332 min
Alles auf Aktien – Die täglichen Finanzen-NewsDie zwei besten Cloud-ETFs und Aktien mit China-Risiko3.8.2022 - Der tägliche Börsen-Shot
In der heutigen Folge „Alles auf Aktien“ sprechen der Finanzjournalist Holger Zschäpitz und Tech-Ikone Philipp Klöckner über das nächste große Politik-Risiko für die Märkte, Massenentlassungen bei Robin Hood und den Rücktritt des Bitcoin-Jüngers.
Außerdem geht es um Zalando, Rheinmetall, Symrise, Uber, AirBnB, Robinhood, Paypal, Oatly, Teamviewer, Mercado Libre, Lufthansa, Apple, Tesla, AMD, Intel, Micron, Nvidia, Broadcom, Qualcom, NXP, Texas Instruments, Albermale, Livent, 3M, Dupont, Emerson Electric, Nike, Starbucks, Wolfspeed, LVMH, Hermes, Kering, Adidas, Moncler, Puma, Richemont, Remy Contreaux, VW, Mercedes, BMW, Airbus, ASML, Infineon...2022-08-0330 min
PreMarket PrepPelosi-Will China Retaliate? |Benzinga PreMarket Prep 8:00AM ET- 9:00AM ET#1 Mornings Stock Show To Get You Ready For The Stock Market OpenPreMarket Gainers, Earnings This Week, Economic Data & More!premarket.benzinga.com/pre-market-show/Featured Guest: Jeremy Schwartz, Chief Investment Officer at WisdomTreeAs Director of Research, Jeremy Schwartz is responsible for the WisdomTree Equity Index construction process and oversees research across the WisdomTree equity family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel’s Head Research Assistant and he...2022-08-021h 03
China of TomorrowInterview with Founder and CEO Louis-Vincent Gave, GavekalIs 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 the geopolitical world order and economic relations from China to the U.S., Russia and more.2022-07-1356 min
China of TomorrowInterview with Victor Shih and Dingding Chen on China’s Behind the Door PoliticsOn 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.2022-06-081h 17
Band of Traders - Together We TradeDr. Bruce Liu: CEO of Esoterica CapitalJoining us in the Shop this week is the CEO of Esoterica Capital, Dr. Bruce Liu. Listen along as we learn more about why Esoterica was founded along with the investment philosophy Dr. Liu uses to manage Esoterica's ETF, WUGI. We also discuss the future of Chinese company listings in the US, as well as why AMD is positioned to continue taking market share from Intel. Dr. Liu's team is constantly adding material to their resources website, and with a reasonable price tag (free), it's definitely worth checking out!About Dr. Liu:Bruce manages WUGI...2022-05-1856 min
China of TomorrowInterview with Founder and CEO Peter Luo, AdageneOn 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 development, and their established practices when conducting business globally specifically, in China and more.2022-05-1143 min
China of TomorrowInterview with Jeff Weniger and Jeff CollettOn 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.2022-04-2840 min
China of TomorrowInterview with Brian CK Ho, Deloitte SingaporeOn 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.2022-03-3141 min
China of TomorrowInterview with HSBC India and WisdomTree EuropeOn 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.2022-03-1738 min
China of TomorrowInterview with Esoterica CapitalOn 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.2022-03-0348 min
TBC China Tech Livecast by PandailyTBC Livecast #15: Dr. Liqian Ren on China Markets & MacroLiqian Ren 任丽倩, Ph.D., is the Director of Modern Alpha at WisdomTree Investments where she manages, among other things, an ETF focused on non-state-owned companies in China using quantitative strategies. She was a quantitative portfolio manager at Vanguard for 11 years, worked for the Federal Reserve Bank of Chicago, and has an MBA and a Ph.D. in economics from the University of Chicago. Hear about: Why macro is usually not the main or only factor when it comes to investment research; Why investors should be more discernible to headlines and rumors when investing in China; How muc...2022-02-1726 min
China of TomorrowInterview with Nicholas Smith, CLSAOn 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.2022-02-1632 min
China of TomorrowInterview with Stanley-Laman Group and WisdomTree EuropeOn 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.2022-02-0342 min
China of TomorrowInterview with Howard Tang, SmartAHCOn 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 solutions for pig farming on the Chinese market, as well as the regulatory challenges they faced, funding strategy and more.2021-11-0234 min
China of TomorrowInterview with Chase Taylor, Pinecone Macro ResearchWhat’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.2021-10-2635 min
Winner Take AllWinner Take All #178 | Amazon Criminal Activity, DoorDash Beats Uber?, LinkedIn Nuked in China 🇨🇳Alex kicks off the episode with an in-depth analysis on the market cap of DoorDash rising above Uber despite Uber having multiple offerings outside of food delivery. The show's second topic looks at the recent exposè by Reuters detailing Amazon's abuse of seller data in Inida and the fallout this has caused between Amazon an U.S. regulators. Also covered, Microsoft pulling out of China and streamer Ninja detailing his view on what went wrong with the shuttered Twitch competitor, Mixer.
00:00 - Subscribe and Fight Big Tech
01:47 - Has DoorDash Beat Uber? 🚗
19:01 - Amazon Caught in In...2021-10-2144 min
China of TomorrowInterview with Marko Papic, Clocktower GroupOn 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 increased regulatory scrutiny, the Evergrande Group crisis and related political and regulatory developments, including ‘exits’ in China’s real-estate market and more.2021-10-0438 min
China of TomorrowInterview with Vivek Viswanathan, Rayliant Global AdvisorsOn 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.2021-08-1847 min
China of TomorrowInterview with Jinzhou Li, Aier Eye Hospital GroupOn 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 competes and collaborates with public medical services.2021-08-0244 min
China of TomorrowInterview with Boris Eykher and Winston Ma, Open MineralOn 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 emerging opportunity for the industry.2021-07-2837 min
China of TomorrowInterview with Jeff Li, EFG Asset ManagementOn 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.2021-06-2150 min
China of TomorrowInterview with Yi Shen, Shenyi InvestmentsOn 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.2021-06-1530 min
China of TomorrowInterview with Wei Huang, Stanley-Laman GroupOn 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.2021-05-2140 min
China of TomorrowInterview with Yufeng (Ethan) Ma, OrrickOn 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.2021-05-2040 min
China of TomorrowInterview with Winston Ma, ThreeFoldOn 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.2021-05-1936 min
China of TomorrowInterview with Patrick Springer, Huatai SecuritiesIn 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.2021-05-1835 min
China of TomorrowInterview with Professor Nan Li, Shanghai Jiao Tong UniversityOn 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.2021-05-1831 min
China of TomorrowInterview with John Yin WuIn 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.2021-05-0442 min
echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETFegtv #95 - Investieren in China? Unsere ETF-Favoriten! | Fernost fürs Depot | Kramer & RöhlDer bekannte Hedgefonds-Manager Ray Dalio hat vor…
Der bekannte Hedgefonds-Manager Ray Dalio hat vor kurzem trotz aller bestehenden Gefahren und Konflikte gesagt: „Das größte Risiko ist, jetzt nicht in China zu investieren“. Damit Ihr dieses "Risiko" aus Eurem Depot verbannen könnt, stellen Euch Tobias & Christian mehrere ETFs zur Teilnahme am weiteren wirtschaftlichen Aufstieg des sogenannten Reichs der Mitte vor. Bestimmt ist auch etwas zur Ergänzung Eures Depots mit dabei.
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htt...2020-10-0852 min
Basis PointsWould Fed Tweets Work Better?What a week last week was! From the Federal Reserve to President Trump’s tweet stating that more tariffs on China are potentially coming to Friday’s jobs report, Kevin Flanagan breaks it all down.2019-08-0504 min