Recent set of credit events in China has set off investor concerns over contagion and systemic financial risks, which triggered a sell-off in Chinese assets. The Chinese economy is also facing a multitude of challenges, such as faltering post-Covid growth, risks of a deflationary spiral, a property slump, and low consumer confidence.
How should investors address such concerns and navigate this challenging environment?
Please join our investment experts from Bank of Singapore and OCBC for a discussion on these top-of-mind topics.
Chief Investment Officer (CIO) & Head, Portfolio Management & Research Office (PMRO) Bank of Singapore
Jean Chia is responsible for Bank of Singapore’s CIO Views, Macroeconomics, Investment Strategy, FX, Equity & Fixed Income Research, as well as Discretionary Portfolio Management (DPM), Advisory Portfolio Management (APM) and Funds Selection teams at Bank of Singapore. She is a member of the board of directors for BOS International Funds, Luxembourg and a member of the OCBC Wealth Panel. Jean has over 20 years of experience in Private Banking and Asset Management. Prior to her current role, she was previously Head, Equities Advisory & Sales, responsible for the equities and derivatives business at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services at UBS Wealth Management, Singapore. Prior to UBS, she was Vice President, Head of Grassroots Research at Allianz Dresdner Asset Management (now known as Allianz Global Investors). Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK. She recently completed a Sustainable Finance certification from Cambridge Institute of Sustainable Leadership (CISL). Jean is currently a Financial Women’s Association of Singapore (FWA) Female Champion and an Institute of Banking and Finance (IBF)
Head of Investment Strategy Bank of Singapore
Eli Lee is Head of Investment Strategy at Bank of Singapore and he plays a central role in developing asset allocation and thematic strategies across global asset classes for the Bank. He is a key member of Bank of Singapore’s investment committee, which determines the Group’s overall investment strategy and direction, and serves as a member of the OCBC Group Wealth Panel. He also previously led the Special Situations Research team at OCBC Investment Research. As an investment thought leader, Eli’s independent perspectives are often sought after by international media, including the Wall Street Journal, Bloomberg and CNBC. With close to two decades of industry experience, Eli began his investment career at the Wellington Management Company in Boston. He graduated from Harvard University with an MA in Statistics.
China Equity Strategist Bank of Singapore
Louisa Fok is China Equity Strategist of Bank of Singapore. Based in Hong Kong, Louisa works closely with the equity research team to generate Greater China investment and sector strategies as well as stock ideas. Louisa has close to two decades of experience in equity research, portfolio strategy and asset allocation experience on Asia. Prior to joining Bank of Singapore, Louisa was with UBS Wealth Management as Executive Director in the Chief Investment Office, where she led a team that was responsible for the research coverage and the development of investment ideas related to China and Hong Kong equities. Louisa holds a Master of Science in Economics and a Bachelor of Science in Economics from University of London. She is a Chartered Financial Analyst.
Senior Research Analyst Fixed Income Research Bank of Singapore
Hui Ling Boh is a Senior Fixed Income Research Analyst at Bank of Singapore. She is responsible for research coverage on China, Indonesia and Australia credits. She has a long and successful career in Credit Research and had previously worked at Principal Global Investors, Bank of Nova Scotia, Opvs Group and UOB Asset Management. Hui Ling graduated with a B.S Accountancy from the National Technological University (NTU). She is a CFA Charter Holder and Certified ESG Analyst holder. She speaks fluent English and Mandarin.
Head of Greater China Research OCBC
Tommy Xie joined OCBC Global Treasury in January 2008 as the economist for Treasury Research & Strategy. He is responsible for the Greater China economic and market research and currently heading the Greater China research team for OCBC Group and OCBC Wing Hang. Tommy is also a member of OCBC Wealth Panel. His views are regularly cited in both English news wires such as Reuters, Dow Jones, Bloomberg and the top tier Chinese news wire such as People’s Daily, Xinhua, and Lianhe Zaobao. He is also the bilingual regular commentator on the televised media in Singapore and China. Tommy is the columnist for People’s Daily, Hong Kong Economic Journal, Singapore’s Lianhe Zaobao and Macau Daily etc. Prior to joining OCBC, Tommy worked for the government agency in London. He started his career at Bank of China in Shanghai. Tommy received his MSc in Economics from University of Leicester in the UK. He is also a chartered Financial Risk Manager (FRM) as well as a member of global MENSA.