Happening Today: CIO Series 20 – US Tech Correction - Headfake or Real Trend?
US Tech stocks have seen a correction and heightened volatility year-to-date. Some say it’s a false signal. Popular stocks like Nvidia and Tesla have had similar declines before but recovered swiftly. Will this time be different? For our next CIO Series, we will speak with a seasoned US tech investor about AI capex and applications, GPU vs ASIC, DeepSeek and the impact of Trump’s policies, among other key topics. The webinar will provide live translations for all major languages. Register now to participate!
📅 Wednesday, 19 March 2025
⏰ 6:30 PM – 7:30 PM
🗣 English
🔗 REGISTER NOW: https://bit.ly/CIOSeries20
🔗 REGISTER NOW: https://bit.ly/CIOSeries20
🔗 REGISTER NOW: https://bit.ly/CIOSeries20
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
US Tech stocks have seen a correction and heightened volatility year-to-date. Some say it’s a false signal. Popular stocks like Nvidia and Tesla have had similar declines before but recovered swiftly. Will this time be different? For our next CIO Series, we will speak with a seasoned US tech investor about AI capex and applications, GPU vs ASIC, DeepSeek and the impact of Trump’s policies, among other key topics. The webinar will provide live translations for all major languages. Register now to participate!
📅 Wednesday, 19 March 2025
⏰ 6:30 PM – 7:30 PM
🗣 English
🔗 REGISTER NOW: https://bit.ly/CIOSeries20
🔗 REGISTER NOW: https://bit.ly/CIOSeries20
🔗 REGISTER NOW: https://bit.ly/CIOSeries20
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
👍2
CIO Series 21: Trump’s Reciprocal Tariffs and Their Market Implications
2 April is known as “Liberation Day,” when Trump is expected to launch a series of reciprocal tariffs to address trade imbalances and protect American industries. While many details remain unknown, these tariffs will likely set the tone for his trade policy throughout his presidency and have a profound impact on the global economy and financial markets.
We are offering an ad-hoc CIO Series webinar at 10 AM on 3 April to discuss potential market implications. Speakers include Paul DeVierno, our U.S. Market Strategist, and Tham Mun Hon, our Head of Greater China Research.
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Thursday, 3 Apr 2025
⏰ 10.00am – 11.00am
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/42bQEq8
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
2 April is known as “Liberation Day,” when Trump is expected to launch a series of reciprocal tariffs to address trade imbalances and protect American industries. While many details remain unknown, these tariffs will likely set the tone for his trade policy throughout his presidency and have a profound impact on the global economy and financial markets.
We are offering an ad-hoc CIO Series webinar at 10 AM on 3 April to discuss potential market implications. Speakers include Paul DeVierno, our U.S. Market Strategist, and Tham Mun Hon, our Head of Greater China Research.
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Thursday, 3 Apr 2025
⏰ 10.00am – 11.00am
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/42bQEq8
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
❤1
CIO Series 22: Navigating Trade Turbulence with Insights from Japan
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 22: Navigating Trade Turbulence with Insights from Japan
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
👍1
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 22: Navigating Trade Turbulence with Insights from Japan
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 22: Navigating Trade Turbulence with Insights from Japan
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 22: Navigating Trade Turbulence with Insights from Japan
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 22: Navigating Trade Turbulence with Insights from Japan
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Amid the global trade turmoil, Japan likely has the best understanding of the issues at hand. US and Japan engaged in extensive trade disputes in the 1980s, which culminated in the 1985 Plaza Accord and significantly changed the global trade and currency systems. History doesn't repeat itself, but it often rhymes.
What lessons can we learn from Japan's experience, and how might they apply to the current US-China trade war?
How is Japan responding to Trump's tariffs now?
And what risks and opportunities lie in the Japanese stock market?
For our next CIO Series, we’ll speak with Daiwa Asset Management about their perspectives on the turbulence caused by Trump’s tariffs..
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Monday, 28 Apr 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://bit.ly/4iiCiKz
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
CIO Series 23: Breaking the Dollar's Grip: A New World Order in Currencies
Recent world events have undermined the US dollar’s dominance and its status as an indisputable safe haven. We may be witnessing the beginning of a paradigm shift in global currencies. In this new world, the US dollar’s stronghold remains, yet it may be gradually eroded away and complemented by other currencies and alternative assets.
In this CIO Series, we will speak with Mr. Suan Teck Kin, Economist and Head of Research at UOB, about the so-called “de-dollarization” trend and what it could mean for investors like you.
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Thursday, 29 May 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Recent world events have undermined the US dollar’s dominance and its status as an indisputable safe haven. We may be witnessing the beginning of a paradigm shift in global currencies. In this new world, the US dollar’s stronghold remains, yet it may be gradually eroded away and complemented by other currencies and alternative assets.
In this CIO Series, we will speak with Mr. Suan Teck Kin, Economist and Head of Research at UOB, about the so-called “de-dollarization” trend and what it could mean for investors like you.
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Thursday, 29 May 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
❤1
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 23: Breaking the Dollar's Grip: A New World Order in Currencies
Recent world events have undermined the US dollar’s dominance and its status as an indisputable safe haven. We may be witnessing the beginning of a paradigm shift in global currencies. In this new world, the US dollar’s stronghold remains, yet it may be gradually eroded away and complemented by other currencies and alternative assets.
In this CIO Series, we will speak with Mr. Suan Teck Kin, Economist and Head of Research at UOB, about the so-called “de-dollarization” trend and what it could mean for investors like you.
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Thursday, 29 May 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Recent world events have undermined the US dollar’s dominance and its status as an indisputable safe haven. We may be witnessing the beginning of a paradigm shift in global currencies. In this new world, the US dollar’s stronghold remains, yet it may be gradually eroded away and complemented by other currencies and alternative assets.
In this CIO Series, we will speak with Mr. Suan Teck Kin, Economist and Head of Research at UOB, about the so-called “de-dollarization” trend and what it could mean for investors like you.
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Thursday, 29 May 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 23: Breaking the Dollar's Grip: A New World Order in Currencies
Recent world events have undermined the US dollar’s dominance and its status as an indisputable safe haven. We may be witnessing the beginning of a paradigm shift in global currencies. In this new world, the US dollar’s stronghold remains, yet it may be gradually eroded away and complemented by other currencies and alternative assets.
In this CIO Series, we will speak with Mr. Suan Teck Kin, Economist and Head of Research at UOB, about the so-called “de-dollarization” trend and what it could mean for investors like you.
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Thursday, 29 May 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Recent world events have undermined the US dollar’s dominance and its status as an indisputable safe haven. We may be witnessing the beginning of a paradigm shift in global currencies. In this new world, the US dollar’s stronghold remains, yet it may be gradually eroded away and complemented by other currencies and alternative assets.
In this CIO Series, we will speak with Mr. Suan Teck Kin, Economist and Head of Research at UOB, about the so-called “de-dollarization” trend and what it could mean for investors like you.
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Thursday, 29 May 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 23: Breaking the Dollar's Grip: A New World Order in Currencies
Recent world events have undermined the US dollar’s dominance and its status as an indisputable safe haven. We may be witnessing the beginning of a paradigm shift in global currencies. In this new world, the US dollar’s stronghold remains, yet it may be gradually eroded away and complemented by other currencies and alternative assets.
In this CIO Series, we will speak with Mr. Suan Teck Kin, Economist and Head of Research at UOB, about the so-called “de-dollarization” trend and what it could mean for investors like you.
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Thursday, 29 May 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
Recent world events have undermined the US dollar’s dominance and its status as an indisputable safe haven. We may be witnessing the beginning of a paradigm shift in global currencies. In this new world, the US dollar’s stronghold remains, yet it may be gradually eroded away and complemented by other currencies and alternative assets.
In this CIO Series, we will speak with Mr. Suan Teck Kin, Economist and Head of Research at UOB, about the so-called “de-dollarization” trend and what it could mean for investors like you.
Participants can download the Microsoft Teams app to access the live caption translation feature.
🗓️ Thursday, 29 May 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
__
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
CIO Series 24: From De-Dollarization to AI - China's Emerging Opportunities
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
❤1
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 24: From De-Dollarization to AI - China's Emerging Opportunities
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 24: From De-Dollarization to AI - China's Emerging Opportunities
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
❤1
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 24: From De-Dollarization to AI - China's Emerging Opportunities
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 24: From De-Dollarization to AI - China's Emerging Opportunities
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
❤1
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 24: From De-Dollarization to AI - China's Emerging Opportunities
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
Thursday, 26 June 2025
6.30pm - 7.30pm
Presented in English
Despite macroeconomic challenges, China remains an epicenter for disruptive innovation and constant transformation. China also stands at the cross-currents of seismic global changes, such as de-dollarization and AI. For this CIO Series webinar, we'll speak with Dan Kiang, founder and CIO of Aqua Lake Capital, about how these forces are reshaping China's economic, financial and technological landscape. Dan will also provide an update on the Aqua Lake strategy and stock picks aligned with these themes.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Mr. Dan Kiang
Founder, Chief Investment Officer
Aqua Lake
REGISTER NOW!
https://events.teams.microsoft.com/event/3e7da736-8340-45de-aea9-76d73a51fc72@7eadc1e1-1a4d-4f70-9305-931a048687ff
____
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
CIO Series 26: Hong Kong +20% YTD – What’s Next?
🗓️ Wednesday, 30 July 2025
⏰ 4.30pm - 5.30pm
🗣️ English
REGISTER NOW: CIO SERIES 26
Despite rising tariffs and macro headwinds, the Hong Kong stock market has surged ahead with a return of over 20% YTD. Sector-wise, Healthcare, Materials (particularly gold), and Financials have done particularly well. However, at least two things stand out amid the current rally: (1) The high-beta Tech sector has barely outperformed the market. (2) China A-shares continue to underperform H-shares, which is unusual in a typical bull market.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Tham Mun Hon
Head of Research, Greater China
UOB Kay Hian Hong Kong
__
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
🗓️ Wednesday, 30 July 2025
⏰ 4.30pm - 5.30pm
🗣️ English
REGISTER NOW: CIO SERIES 26
Despite rising tariffs and macro headwinds, the Hong Kong stock market has surged ahead with a return of over 20% YTD. Sector-wise, Healthcare, Materials (particularly gold), and Financials have done particularly well. However, at least two things stand out amid the current rally: (1) The high-beta Tech sector has barely outperformed the market. (2) China A-shares continue to underperform H-shares, which is unusual in a typical bull market.
Speaker:
Qi Wang, CFA
Chief Investment Officer, Private Wealth Management
UOB Kay Hian Hong Kong
Special Guest:
Tham Mun Hon
Head of Research, Greater China
UOB Kay Hian Hong Kong
__
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries
🎙️CIO系列25期🎙️
再谈中国新经济 - 开启港股新篇章
🗓️日期：2025年7月22日 (星期二)
⏰时间：6:30-8:00 PM
🎤語言：普通話
🗣️講者：王崎 - 大華继显財富管理 CIO 及馬冬凡 - 弘則研究聯合創始人和策略首席
參與者可以下載 Microsoft Teams 應用程式以獲取即時字幕翻譯功能。
立即报名!
https://events.teams.microsoft.com/event/c06ba9c2-963f-4c89-94da-55743a070602@7eadc1e1-1a4d-4f70-9305-931a048687ff
梗概
恒生科技指数在过去一年上涨了45%，而医疗保健指数也在今年开始发力，年初至今爆涨50%。两者均受益于中国在各个科技领域的突破，包括AI模型、先进半导体、新能源和生物科技等。中国是否能从劳动密集型的发展模式向轻资产的高科技转型？所谓的新经济是否能助力中国走出房地产持续下行的困境？人工智能、数字经济、新消费和新兴服务业下有哪些需要关注的标的？我们有幸邀请到独立研究机构弘则研究的创始人马冬凡先生为我们深入解读港股市场的结构性变化和长期投资机会。
弘则研究
2015年4月弘则研究在上海扬帆起航，全面开启第三方独立研究咨询业务，聚焦中国及全球宏观经济、商品、国内产业及龙头企业的研究。目前中国境内有北京、深圳、杭州三处分支机构。扎根产业是弘则研究保持独立客观的基石，未来的发展重心将继续保持与产业的广泛互动，从而更好地实现对宏观、周期品、成长型企业的深度理解和持续跟踪。本活动将以普通话举行。
演讲嘉宾
马冬凡先生是弘则研究的联合创始人和策略首席，专注于投资策略研究和智能投研平台的开发。马冬凡于2009年加入莫尼塔研究，并于2015年创立弘则研究。在加入莫尼塔之前，马冬凡在清华大学获得机械专业学士学位，并在美国波士顿大学获得经济学硕士学位。马冬凡具有特许金融分析师资格（CFA）。
--
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries #WangQi
再谈中国新经济 - 开启港股新篇章
🗓️日期：2025年7月22日 (星期二)
⏰时间：6:30-8:00 PM
🎤語言：普通話
🗣️講者：王崎 - 大華继显財富管理 CIO 及馬冬凡 - 弘則研究聯合創始人和策略首席
參與者可以下載 Microsoft Teams 應用程式以獲取即時字幕翻譯功能。
立即报名!
https://events.teams.microsoft.com/event/c06ba9c2-963f-4c89-94da-55743a070602@7eadc1e1-1a4d-4f70-9305-931a048687ff
梗概
恒生科技指数在过去一年上涨了45%，而医疗保健指数也在今年开始发力，年初至今爆涨50%。两者均受益于中国在各个科技领域的突破，包括AI模型、先进半导体、新能源和生物科技等。中国是否能从劳动密集型的发展模式向轻资产的高科技转型？所谓的新经济是否能助力中国走出房地产持续下行的困境？人工智能、数字经济、新消费和新兴服务业下有哪些需要关注的标的？我们有幸邀请到独立研究机构弘则研究的创始人马冬凡先生为我们深入解读港股市场的结构性变化和长期投资机会。
弘则研究
2015年4月弘则研究在上海扬帆起航，全面开启第三方独立研究咨询业务，聚焦中国及全球宏观经济、商品、国内产业及龙头企业的研究。目前中国境内有北京、深圳、杭州三处分支机构。扎根产业是弘则研究保持独立客观的基石，未来的发展重心将继续保持与产业的广泛互动，从而更好地实现对宏观、周期品、成长型企业的深度理解和持续跟踪。本活动将以普通话举行。
演讲嘉宾
马冬凡先生是弘则研究的联合创始人和策略首席，专注于投资策略研究和智能投研平台的开发。马冬凡于2009年加入莫尼塔研究，并于2015年创立弘则研究。在加入莫尼塔之前，马冬凡在清华大学获得机械专业学士学位，并在美国波士顿大学获得经济学硕士学位。马冬凡具有特许金融分析师资格（CFA）。
--
#UOBKayHian
#UOBKayHianMalaysia
#CIOSeries #WangQi