
Wang Qi
Chief Investment Officer, UOB Kay Hian
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For this session, we’ll focus on key investor questions about the Asian AI supply chain. Is the surge in global AI capex sustainable? How credible is South Korea’s ambition for a trillion-dollar “AI Computing Hub”, and what are the investment applications? Will memory prices peak in the fourth quarter, and how should investors position for it? Where does the US–China AI Race stand today, and what are the most compelling opportunities from each side? Once again, we are pleased to feature Dan Kiang, Founder and CIO of Aqua Lake Capital, as the guest speaker. Together, we’ll share latest views and unpack key investment insights for Asian markets, including Korea and Japan.
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.
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Chief Investment Officer, UOB Kay Hian

Founder and Chief Investment Officer, Aqua Lake Capital