Wang Qi
Chief Investment Officer, UOB Kay Hian
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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.
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.
For over 100 years we have grown by earning the trust of people and institutions with our multiple wealth-building solutions in multiple markets.
Chief Investment Officer, UOB Kay Hian
Hong Kong-China Lead, UOB Kay Hian