Whilst there remains a lack of direction in which way the Chinese economy may go after the latest set of GDP data – dependent on local government stimulus efforts, or a return to global demand for exports – it remains a market where staying invested intelligently will benefit smart investors in the long-term. This session takes a look at some of the key sectors in China’s economy that our experts view as the brightest opportunities for investors, the optimum way to structure an appropriate risk-return China strategy and the product solutions available, and debate on how to get your China strategy nailed down in these volatile times to position for the recovery in consumption and industrial profit.
About the speakers
Anthony Wong, CFA
Portfolio Manager, Allianz Global Investors
Mr. Wong is a portfolio manager and a director with Allianz Global Investors, which he joined in 2012. He manages China equity portfolios. He has 17 years of investment industry experience.
Before joining AllianzGI, Mr. Wong worked as a director and portfolio manager at Bank Julius Baer where he was responsible for managing the Julius Baer China Fund, a QFII classified mutual fund that invests in China-listed A-shares and Hong Kong listed H-shares. He had also worked at Yinhua Fund Management, Shenzhen as deputy head of foreign investment, where he managed the Hong Kong equity sub- portfolio of Yinhua QDII Global Core Equity Fund, and formulated the investment strategies for the Hong Kong equity market.
Mr. Wong has a B.B.A. from the Chinese University of Hong Kong, an M.Sc. in finance from the London Business School, United Kingdom and an M.B.A. from the Hong Kong University of Science and Technology. He is also a CFA charterholder.
Charis Wong, CFA
Director, Head of Fund Solutions Hong Kong, Credit Suisse
Charis Wong is Head of Fund Solutions Hong Kong, for Credit Suisse Private Banking & Wealth Management division, based in Hong Kong. She is responsible for the bank’s North Asia funds business covering mainly Hong Kong and China markets. Charis conducts investment advisory and fund selection activities, promoting product and service excellence, in addition to management responsibilities.
Charis joined Credit Suisse from BNP Paribas Wealth Management in 2014, where she was Investment Advisor, specializing in fund advisory and customized fund portfolio solutions, covering the Hong Kong and Taiwan markets. Prior to that, Charis held positions as Senior Portfolio Analyst with Citi Private Bank and Research Analyst with MSCI Barra.
Charis obtained her business degree with a double major in Finance and Information System, from the Hong Kong University of Science & Technology and is a CFA Charterholder.
Head, Fund Specialists Asia, Julius Baer
Donald Rice is Head, Funds Specialists Asia at Bank Julius Baer. Based in Singapore, he is responsible for Mutual Funds, Alternative Investments and ETFs advisory, and leads his team to deliver best in class solutions for clients across the region.
Prior to joining Bank Julius Baer in 2019, Donald held a variety of positions in Credit Suisse over the last 23 years. Most recently, he was the Deputy Head of Fund Solutions, as well as the Head of Alternative Fund Solutions Asia Pacific based in Singapore. His responsibilities covered sourcing, selection and distribution of mutual funds, ETFs, hedge fund advisory, private equity, infrastructure and managed real estate capabilities. His teams in Hong Kong and Singapore specialised in customised solutions for ultra high net worth clients, family offices and institutions.
Donald graduated from the American Graduate School for International Management (Thunderbird) with a Master’s degree focusing on International Securities Investment, Financial Engineering and Multinational Corporate Finance.
Charlene Cong, CFA (Moderator)
Senior Reporter, Head of Investments Coverage, Asian Private Banker
Charlene is an experienced, multi-lingual journalist covering global financial markets from both top-down and bottom-up perspectives. With an in-depth understanding of different asset classes and investment solutions, she is responsible for the coverage of capital markets, funds and structured products for the region’s private wealth management industry.
Charlene has an established track record of generating exclusive and impactful financial features and has been a contributor to various functions, hosting and moderating panels with C-suite leaders of the investment community.
She holds a master’s degree from the University of Hong Kong and is a CFA Charterholder. She is fluent in English, Mandarin and Cantonese.