『TBC Livecast #15: Dr. Liqian Ren on China Markets & Macro』のカバーアート

TBC Livecast #15: Dr. Liqian Ren on China Markets & Macro

TBC Livecast #15: Dr. Liqian Ren on China Markets & Macro

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 Liqian 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 much the demographic slowing down, the decline in birth rates actually affects Chinese equities;

The risk of the VIE, the variable interest entity, and potential de-listings of Chinese equities from US exchanges; 

The overall regulatory environment and regulations that were impacting tech in particular;

Why Liqian believes the Evergrande crisis is not contagious;

Liqian’s predictions on sectors that will have great opportunities;

Follow Liqian on Twitter and her company blog at wisdomtree.com/blog
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