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Investment manager roundtable discussion series session 1- 20210826.mp4
In the 1st session of roundtable discussion series, we went through different buzzword themes including ESG, China New Tech, AI & Big Data, EVs and Fintech, etc.
Some key points that we touched on:
- What themes will matter most in the next 5 years and what their performances could be like
- How much investors should allocate into thematic
- China’s new technology regime change and outlook on the global tech sector
- Different types of ESG strategies and their adoption rates
- The growth of digital payments vs. traditional payments
- Whether cryptocurrencies will remain as a speculative investment or become mainstream
- Developments in EVs, autonomous driving and space travel, and their investment implications
- Global healthcare innovation, the biotech industry and China vs. US pharma.
- Demographic aging and the China consumption story
01:25:29 minutes
Tags: AI, big data, ESG, EV, healthcare innovation, megatrends, space travel