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China of Tomorrow

China of Tomorrow by WisdomTree Asset Management

Biznes

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93 odcinków

How Global Tensions Are Shaping China’s Investment Case
02.04.2026 | 13 min.
Global tensions are shifting how investors think about China’s role in portfolios. On this week’s episode of China of Tomorrow, Liqian Ren explores how geopolitical developments, Taiwan dynamics, and domestic trends are shaping China’s evolving investment case.

Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts

Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary
Why the Biggest China Stories May Not Be the Most Important
19.03.2026 | 16 min.
Short term news can dominate the conversation, but it does not always change the bigger economic framework. This week on China of Tomorrow, Liqian Ren discusses China’s economic resilience, the global implications of energy market volatility, and why technology competition with the U.S. remains the central theme for investors.

Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts

Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary
Reframing China Risk in a Shifting Geopolitical Landscape
05.03.2026 | 17 min.
Moments of global tension often test how investors evaluate exposure and expectations. On this week’s episode of China of Tomorrow, Liqian Ren examines how U.S. military action in Iran, regional energy implications, and shifting negotiation dynamics are influencing China equities, and why relative positioning remains central to portfolio decisions.

Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts

Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary
Beyond the Headlines: China’s Capital Markets, US Relations, and Economic Green Shoots
19.02.2026 | 16 min.
Market narratives often lag underlying policy shifts. On this week’s episode of China of Tomorrow, Liqian Ren looks beyond prevailing headlines to assess stimulus measures, regulatory coordination, and subtle changes in market messaging, along with the implications of ongoing US-China negotiations.

Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts

Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary
Interpreting China’s Political Headlines
05.02.2026 | 15 min.
Recent news from China has fueled questions about political stability and market risk. This week on China of Tomorrow, Liqian Ren puts the headlines in context, focusing on what has, and has not, moved Chinese equities.

Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts

Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary

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O China of Tomorrow

Welcome to the China of Tomorrow podcast, hosted by WisdomTree's Director of Modern Alpha, Liqian Ren. Tune-in now to discover our on-the-ground insights and high level analysis on emerging markets from China to India and Beyond. Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Liqian Ren is a registered rep of Foreside Fund Services, LLC.

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