26 min

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

    • Technology

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

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

26 min

Top Podcasts In Technology

Lex Fridman
Jason Calacanis
NPR
Jack Rhysider
Recode & The Verge
Ben Gilbert and David Rosenthal