China Sanction Accelerating Innovation | Alpha Uncovered X FountainCap (Part 1 of 3)

Recorded on 14 Jun 2024 (Part 1 of 3)🎙Convo with Steven Luk, CEO, FountainCap hosted by Alvin Fan, CEO, of OP Investment Management (OPIM) 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. #ChinaInvesting #ChinaTech #Geopolitics #Semiconductors #Robotics #5G #SpaceExploration #PowerGrids #AI #Sustainability OPIM - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

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