FountainCap (Part 3 of 3): Defying China FUD | Alpha Uncovered

Описание: #ChinaInvesting #HedgeFunds #AsiaHedgeFund
(0:00) - Teaser
(0:21) - The inflection point of China’s property market
(7:54) - Consumer, property and clean energy
(11:49) - Hong Kong's Proposition and Current Position
(18:20) - China Trip Stuns Investors: What Did They See?
(21:09) - Career advice and book recommendation

This 3-part interview features a discussion between OPIM CEO Alvin Fan and Steven Luk, CEO of Fountain Cap, a China-focused fund. They examine issues like navigating China's economic slowdown, the real estate market outlook, and opportunities in technology and other sectors.
Fan and Luk also analyze Hong Kong's role providing access to the China market. The conversation provides insights on current themes for investors seeking exposure to China and Asia.
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Filmed on 14 Jun 2024 (Part 3 of 3)
Part 1:    • FountainCap (Part 1 of 3): China Sanctions...  
Part 2:    • FountainCap (Part 2 of 3): Charting China:...  
Convo with Steven Luk, CEO, FountainCap
hosted by Alvin Fan, CEO, of OP Investment Management @opim_hk
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Follow OPIM
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LinkedIn:   / op-investment-management  
Twitter:   / opim_hk  
Wechat: hedgefund_club
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𝗢𝗣 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 Limited (“OPIM”)
OPIM is a leading Hong Kong-based asset management company established and licensed in 2004 with the Hong Kong Securities and Futures Commission (the "SFC") to carry out Type 1 (dealing in securities), Type 4 (advising on securities) and 9 (asset management) regulated activities under the provisions of the Securities and Futures Ordinance, subject to conditions apply to each regulated activity. For details of OPIM’s license, please refer to HKSFC’s public register [at https://www.sfc.hk/en].
The company is also a member of the Oriental Patron Financial Group and an associate of Wealthking AI Innovation Capital Limited (1140. HK). OPIM partners with emerging managers to develop innovative strategies for institutional and professional investors. OPIM’s institutional fund platform attracts both managers and investors from around the world working with the industry’s best business partners in alternative asset management.
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