#ChinaInvesting #ChinaTech #Geopolitics #Semiconductors #Robotics #5G #SpaceExploration #PowerGrids #AI #sustainability
(0:00) - Teaser
(0:24) - About Steven Luk, CEO of FountainCap
(1:33) - Allocators Views on China and Asia
(5:55) - China’s version of “Don’t fight the Fed”
(9:25) - Beyond the Headlines: China's Success Stories
(14:15) - History Repeats? The Analogy of Sanctions and National Development
In this insightful discussion, FountainCap CEO Steven Luk and OPIM CEO Alvin Fan explore how China is overcoming sanctions and skepticism 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. Fan and Luk 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.
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Filmed on 14 Jun 2024 (Part 1 of 3) China Sanction’s Accelerating Innovation
Guest:- Steven Luk, CEO, FountainCap
Host- Alvin Fan, CEO, @opim_hk
Part 2: • FountainCap (Part 2 of...
Part 3: • FountainCap (Part 3 of...
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𝗢𝗣 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 Limited (“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 www.sfc.hk/en].
The company is also a member of the Oriental Patron Financial Group and an associate of Wealthink 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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