Investment Implications in China’s Economic Recovery (Mandarin)
经济复苏中的投资新趋势(普通话)
Yuelang Zhou
Nomura Oriental International Securities
Lead analyst of Food & Beverage Team
野村东方国际证券
食品饮料行业首席分析师
Since March 1st, 2024, Yuelang has served as Lead analyst of Food & Beverage team at Nomura Oriental International Securities.
From 2018 to 2023, Yuelang served as Senior Associate at China International Capital Corporation, during which she was deeply involved in the IPO of Budweiser Asia Pacific (the second largest IPO project in the total market value of Hong Kong stocks listed in 2019), and won the third place in the Consumer Staples group of Institutional Investor in 2021.
Yuelang obtained Bachelor's degree in Economics from Renmin University of China in 2016, and obtained Master of Science in Finance degree from University of Rochester in 2017.
Shanquan (Victor) Li
Invesco
Managing Director & Senior Portfolio Manager
景顺
董事总经理
高级投资组合经理
Shanquan (Victor) Li is a Managing Director and Senior Portfolio Manager for the Global Equities team at Invesco. He is the lead portfolio manager for the Gold and Special Minerals strategy.
Mr. Li joined Invesco when the firm combined with OppenheimerFunds in 2019. Prior to onboarding with OppenheimerFunds in 1995, he was a senior quantitative analyst in the investment management policy group of Brown Brothers Harriman. Before that, Mr. Li was a consultant for Acadian Asset Management, Inc. Before entering the investment management industry, he was an associate director and senior researcher for the Development Research Center of the State Council, a think tank for the Chinese government. Mr. Li has been in the industry since 1989.
Mr. Li earned a BA degree in statistics and management planning from the People's University of China, Beijing, and an MA in international finance and economics from Brandeis University.
Chenjie Liu
Upright Capital
CIO
望正资本全球
宏观对冲基金
董事长
Mr. Liu used to serve in Goldman Sachs, as Chief China A-share Strategist in 2010-2016. Before that, Mr. Liu worked in Yinhua fund as Chief Economist and World Bank as Economists. In April 2016, Mr. Liu opened Upright Capital (Global Macro Hedge Fund) in Hong Kong. He won the Golden Bull awards of China private equity fund in 2018-2022.
Mr. Liu graduated from Renmin University of China with a bachelor's degree in economics, from Chinese Academy of Fiscal Science with master and Ph.D degree in economics, and from Chinese Academy of Social Sciences in 2016 with a post-doctor in economics. He is the member of China new supply economics forum (50 economists) and part-time Professor of Renmin University of China.
Yu Zhang
Huachuang Securities Research Institute
Assistant Director and Chief Macro Analyst
华创证券研究所
副所长 & 首席宏观分析师
Zhang Yu is the Assistant Director and Chief Macro Analyst of Huachuang Securities Research Institute. She is also a researcher at the International Monetary Institute of RUC, a part-time researcher at the Institute of Public Finance and Taxation of RUC, a special researcher at The Institute of Economic Research of City University of Macau, a member of the China Finance 40 Forum (CF40) - Youth Economist, and a member of the Insurance Asset Management Association of China.
Zhang Yu has been earning major capital market titles with her team these years. In 2019, she was awarded the first place of the Best Youth Securities Analyst in Sina Finance and Economics, the Best Analyst of Shanghai Securities News, and the finalist of Crystal Ball Awards for Chinese Sell-Side Analyst; in 2020, she was awarded the New Fortune Best Research, 30 Most Valuable Golden Bull Analyst of China Securities Journal, the Crystal Ball Awards for Chinese Sell-Side Analyst, and the Best Securities Analyst in Sina Finance and Economics; in 2021, she was awarded the Best Analyst of Shanghai Securities News, 21st Century Top Analyst, Wind Gold Analyst and Roadshow Leader, the Best Securities Analyst in Sina Finance and Economics, the Crystal Ball Awards for Chinese Sell-Side Analyst, The Best Golden Bull Analyst of China Securities Journal, and the New Fortune Best Research.
Jian Wang
Guosen Securities
Economic Research Institute
Assistant Director and
Chief Financial Analyst
国信证券经济研究所
所长助理
金融业首席分析师
Master of Finance from Renmin University of China, CFA Charter Holder, Assistant Director and Chief Financial Analyst at Guosen Securities Economic Research Institute.
Distinguished Research Fellow at the Institute of International Monetary Research of Renmin University of China、the China Banking Research Center of Renmin University of China and the Banking Research Center of the National Finance &Development Laboratory. A Visiting Professor at the Zhengzhou Training Institute of the People's Bank of China.
Over 17-years industry research experience. Joined Guosen Securities Research Institute in January 2018. Being awarded several times as the best analyst by New Fortune, Crystal Ball, and Golden Bull.
His main research areas include macroeconomics, banking, and related upstream and downstream industries, including asset management, non-performing asset management, internet finance, payment industry, etc. In 2015, he started the public account "Wang Jian's Perspective," which has received attention in the industry. He has published monographs "Returning to the Source: My View on Internet Finance" (2018) and "Wang Jian Talks About Banking: Basic Logic and Analysis Methods" (2021). He frequently attends relevant meetings with the People's Bank of China, the Banking Regulatory Commission, and the Securities Regulatory Commission to discuss industry issues.