HSBC Wealth and Personal Banking’s Post

The Tech Revolution 3.0- When electricity was invented in 1879, no one imagined iPhone, one of our speakers said. It was 1984, CERN declared, “the year of the Web.” and it was 2004, Facebook founded. What will 2034 look like? We devoted 8 sessions at the 2024 CIWS to understand better the risks and opportunities on investing in tech themes and how the Tech Revolution 3.0 would shape our common future. I scribed down pages and pages of notes (in very non AI way) then handled over to my AI assistant. My biggest learning is to keep learning. How much time we are allocating to learn Tech 3.0 today, ultimately determines how much one would gain from it or avoid being taken advantage of by it.

Alpha Uncovered ft. Steven L., FountainCap Research & Investment (Part 1 of 3): China Sanction's Accelerating Innovation Watch now on Youtube ▶️ https://lnkd.in/gFggGu6n In this insightful discussion, Fountain Cap CEO Steven Luk and OP Investment Management CEO Alvin Fan explore how China is overcoming sanctions and scepticism through rapid technological innovation. They discuss China's advancements in areas like robotics, 5G, space exploration, and semiconductor chiplet technology that are positioning the country for future dominance. Luk draws parallels to late 19th century Britain and Germany, explaining how sanctions could backfire by forcing China to quickly pivot into new strategic industries. Alvin and Steven highlight China's current leadership in transforming critical infrastructure like power grids to support growing sectors such as AI and electric vehicles. For forward-thinking institutional and professional investors, this conversation provides a thought-provoking analysis of China's rising global competitiveness despite geopolitical headwinds. Part 2: https://lnkd.in/g_r_PkHG Part 3: https://lnkd.in/gGK5yPjp #ChinaInvesting #hedgefunds #fundmanagers #alphauncovered

📉 Escalating trade tensions and US investment restrictions are driving a significant decline in US venture capital funding in China. US-backed #VC funding in China is at its lowest level since 2019, reflecting a broader shift in global capital flows as geopolitical tensions rise. 🔬 New US regulations restrict investments in key Chinese tech sectors like #AI, #semiconductors, and #quantum computing, disabling US investors from capitalizing on these growing niches in China.

“The idea that China is ‘uninvestible’ is so hyperbolic psychologically, it is not just healthy scepticism but it is cynicism,” said Fred Hu, the founder, chairman and CEO of Chinese investment firm Primavera Capital Group. “I would say this is intellectually just shallow and lazy.” Panelists at HSBC's Global Investor summit discussed why pessimism about China remained unjustified by facts. The second largest economy is currently focusing on technological innovations such as AI and quantum computing, technologies. While this is great for China's prospects in the near term, economists say it will not help with the short term pain the nation is experiencing due to the property sector collapse. #china #hongkong #investing #hsbc #hsbcgis

In this second part of a three-part series, Matthew Rees, Head of Global Bond Strategies, joins Benjamin Bennett, Head of Investment Strategy Asia, to discuss the big themes set to disrupt markets in the coming years. Several factors point to structurally higher inflation and bond yields, but this could be offset by productivity-enhancing AI and China’s economic transition. Companies will need to adapt in order to thrive, and many will fall by the wayside. Avoiding the losers is just as important as picking the winners for bond investors. Read the full article: https://hubs.la/Q02Z8dQS0

Our Beijing Innovation Tour Kicks Off October 16! To know more: https://bit.ly/3wHncws From October 16–19, we'll be embarking on an exciting journey through Beijing's vibrant fintech and innovation scene! Our tour will take us to industry giants and innovators including: ● Alibaba Cloud: Diving into the future of cloud computing and how it's revolutionizing businesses worldwide. ● Ant Group Research Institute (Ant Group): Exploring how digital technology empowers the real economy and shapes industry strategies. ● Baidu Apollo: Witnessing firsthand the advancements in autonomous driving that's redefining transportation. ● Bank of Beijing & AIBank: Experiencing how AI is transforming the banking sector into smarter, more inclusive services. ● China Construction Bank (Asia): Unveiling insights into the future of digital currency and its global impact. ● China Asset Management (Hong Kong): Navigating the evolving investment landscape in China with leading experts. ● CITIC Financial Holdings (Citic group): Discovering the blueprint of comprehensive financial services under one visionary platform. ● Institute of Digital Finance, Peking University (IDF): Bridging academia and industry to shape the future of digital finance. ● Tongdun Technology: Learning about intelligent risk management solutions safeguarding the digital economy. We can't wait to engage with these trailblazing organisations and share our insights with you. Stay tuned for updates and key takeaways from our journey! #BeijingInnovationTour #Fintech #AI #CloudComputing #AutonomusDriving #DigitalFinance #Innovation #FintechTour #Banking #DigitalBanking #DigitalCurrency #RiskManagement #FinancialInclusion #NextBigThing #China #TechExploration #TheAsianBanker #TheBankingAcademy #TABGlobal

China's financial stimulus plan: Igniting growth in the tech sector  Herbert Smith Freehills Geopolitics and business  Private capital  Transactions  See all key ... China's financial stimulus plan: Igniting growth in the tech sector. More Info. https://lnkd.in/dfVtmkTH #geopolitics #TheAsiaHawk

The world is undergoing significant disruption from secular trends, such as an aging population, evolving energy dynamics, and generative AI. These powerful drivers are reshaping the landscape for long-term investors – but just how can investors effectively navigate this evolving market environment moving forward? Ignace Nguyen of Mirova, an affliate of Natixis Investment Managers joins the Hong Kong and Singapore editions of the APB Summit next week. Register now to attend the session: hubs.la/Q02RZ3yb0 #APBS2024 #privatewealth #privatebanking #sustainabilitly #sustainableequities

Behind the great unwind, there are three failed assumptions that investors across the world were banking on ⬇️ - Japan will never significantly raise interest rates. - Artificial intelligence will swiftly transform businesses globally. - US economy is immune to downturns. As I always say, easiest way to ruin a business or an investment is to follow wrong assumptions. What are your assumptions as of today? #FinancialMarkets #USEconomy #ArtificialIntelligence #BusinessTransformation #InterestRates #GlobalInvesting #MarketAssumptions #EconomicTrends #InvestmentStrategy

The BEAT - Outlook for 2025 The investment environment to start the new year is quite interesting. Equity and fixed income markets appear to be fully valued and the Republican sweep in the US could have global ramifications. China continues to struggle to find its footing, while AI might provide significant investment opportunities in alternative investing. The Portfolio Solutions Group looks at five key areas going into 2025. 🔹 How To Invest in a Fully-Valued Market 🔹 The Bull Market Matures on Optimism 🔹 In Fixed Income, Securitized Credit Might Be the Sweet Spot 🔹 Stimulus Fatigue: China Can't Band-Aid Its Way to Recovery 🔹 The Potential Impact of Generative AI on Private Markets