China of Tomorrow
Episodes
China of Tomorrow: An Emerging Market Series
04 Dec 2025
Contributed by Lukas
Is China investable in 2026? This week on China of Tomorrow, Liqian Ren breaks down the latest on US-China diplomacy, real estate restructuring, and e...
Feng Shui and Law: Uncovering Historical Connections
06 Nov 2025
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren and guest Professor Tristan Brown (MIT) touch on the complexities ofU.S.-China relations, focusing on the r...
China and the New Trade Reality
23 Oct 2025
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren unpacks the recent policy escalation between the U.S. and China from rare earth export controls to tariff t...
Power, Policy, and the Private Sector
09 Oct 2025
Contributed by Lukas
In this episode of China of Tomorrow, Liqian Ren sits down with Anne Stevenson-Yang, co-founder of J Capital Research and author of Wild Ride: A Short...
The System That Shapes China
25 Sep 2025
Contributed by Lukas
From student testing to social structure, China’s education system influences far more than college admissions. In this episode of China of Tomorrow...
What's Driving China’s Equity Rebound?
11 Sep 2025
Contributed by Lukas
Patriotism, policy, and performance are intersecting in China’s markets. In this week’s episode of China of Tomorrow, Liqian Ren discusses the str...
U.S.-China Relations: Chips, Tariffs and Tensions
07 Aug 2025
Contributed by Lukas
From rare earth leverage to Nvidia chip scrutiny and stalled trade talks, tensions between the U.S. and China remain high. This week on China of Tomor...
Rethinking Risk in Chinese Equities
24 Jul 2025
Contributed by Lukas
From tech restrictions to infrastructure stimulus, China is walking a tightrope between global pressure and domestic priorities. This week on China of...
China Beyond the Headlines
10 Jul 2025
Contributed by Lukas
From tariffs and tech to local protests and market stimulus, this week on China of Tomorrow, Liqian Ren cuts through the noise. She offers a grounded ...
China’s Economic and Global Shift
26 Jun 2025
Contributed by Lukas
China is pivoting from infrastructure-heavy stimulus to targeted consumer support, but will it be enough to sustain growth? This week on China of Tomo...
Rare Earths, Trade Routes, and the Real Stakes in U.S.-China Talks
12 Jun 2025
Contributed by Lukas
What does the latest turn in U.S.-China relations mean for your portfolio? This week on China of Tomorrow, Liqian Ren breaks down China’s newest inf...
Local Growth, Global Headwinds
29 May 2025
Contributed by Lukas
As global demand softens and trade tensions simmer, can China successfully pivot from export-driven growth to building stronger local markets? This we...
U.S.-China Agree to Cut Tariffs: Here’s What Comes Next
15 May 2025
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren covers the latest U.S.-China trade developments following the tentative agreement to reduce tariffs. She br...
Global Trade Outlook: What’s Shifting in 2025?
01 May 2025
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren breaks down what’s really changing in China’s trade and economic landscape, from shifting tariff dynami...
Tariffs and Trade Wars: Will the U.S. and China Strike a Deal?
17 Apr 2025
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren breaks down the latest in U.S.-China tensions from tariff escalations and tech carve-outs to delisting risk...
U.S.-China Relations: Tariffs, Tech and Taiwan
03 Apr 2025
Contributed by Lukas
What do tariffs, tech, and Taiwan mean for your portfolio? This week on China of Tomorrow, Liqian Ren unpacks the latest developments between the U.S....
Market Overview: U.S. and China Retail Sales
20 Mar 2025
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren unpacks the latest trends in U.S. and Chinese retail sales, the impact of U.S.-China relations on investmen...
Understanding U.S. Tariffs on China
06 Mar 2025
Contributed by Lukas
What do the latest U.S. tariffs mean for China’s economy and your portfolio? This week on China of Tomorrow, Liqian Ren revisits the evolving U.S.-C...
U.S.-China Relations: What You Need to Know
20 Feb 2025
Contributed by Lukas
What signals is Beijing sending to private enterprises, and how could it impact investors? This week on China of Tomorrow, Liqian Ren breaks down a re...
DeepSeek and Its Impact on Chinese Tech
06 Feb 2025
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren discusses the emergence of DeepSeek, a generative AI platform developed by a quantitative trading firm, an...
U.S-China Trade Relations & Tariff Implications Part II
23 Jan 2025
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren continues the discussion on U.S.-China trade relations amid President Trump’s inauguration. From tariff i...
China's Economic Outlook for 2025
09 Jan 2025
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren examines China’s 2025 economic landscape, from civil servant wage hikes and US sanctions to challenges li...
U.S.-China Trade Relations and Tariff Implications
12 Dec 2024
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren breaks down what's happening with China's economy and what the latest U.S. tariffs could mean for the marke...
Is China’s Economic Stimulus Too Little, Too Late?
14 Nov 2024
Contributed by Lukas
With China’s recent stimulus package falling short of market expectations, questions arise about its potential to spark real economic recovery. This...
Navigating China's Bear Market
31 Oct 2024
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren provides an analysis of China's equity market dynamics, highlighting the impact of US policies on China's e...
Understanding China's Market Dynamics
17 Oct 2024
Contributed by Lukas
This week on the China of Tomorrow podcast, Liqian Ren covers the recent fluctuations in the Chinese equity market, highlighting the actions taken by...
Opportunities Amidst Volatility?
03 Oct 2024
Contributed by Lukas
During this week’s episode of China of Tomorrow, Liqian Ren discusses the recent retail-driven rally in China's market, driven by significant stimul...
Shifting Retirement Demographics, Rates and Deflaiton
19 Sep 2024
Contributed by Lukas
Is China still attractive for investors? This week on China of Tomorrow, Liqian Ren discusses the current economic situation in China, highlighting th...
China’s August PMI, PBOC & Mortgage Rates
05 Sep 2024
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren covers China’s latest PMI data, as well as the implications of lowering mortgage rates of existing home ...
Evolving Chinese Policies: Challenges & Opportunities
22 Aug 2024
Contributed by Lukas
What should EM investors know about China’s economy? This week on China of Tomorrow, Liqian Ren discusses the speculation surrounding rumors of Pres...
Slow-Moving Policies After Party Meeting – What does this mean for Investors?
25 Jul 2024
Contributed by Lukas
Although there’s no significant policy initiatives, short-term stimulus measures are expected to be implemented to meet the 5% growth target at Chin...
U.S.-China Monetary Policy: Why is China’s PBOC Not Behaving Like the Fed?
11 Jul 2024
Contributed by Lukas
China’s central bank, PBOC, raised some rates by a few basis points in an economic slowdown, by promising to short the government bonds if its yield...
Power Dynamics and Incentives in Policy Implementation
27 Jun 2024
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren covers two main themes: tax investigations in local areas and the anticipation of an important July politic...
What’s Behind the Price Momentum in Chinese Equities?
13 Jun 2024
Contributed by Lukas
Chinese equities have gained momentum after China appoints Wu Qing as new chairman of the Chinese Securities Regulatory Commission (CSRC). What are th...
All Gave Some, Some Gave All
30 May 2024
Contributed by Lukas
How does China’s housing market affect the global economy? This week on the China of Tomorrow podcast, Liqian Ren covers the latest happenings in Ta...
U.S.-China Relations: U.S. Tariffs on Chinese Electric Vehicles and Other Products
16 May 2024
Contributed by Lukas
This week on the China of Tomorrow podcast, Liqian Ren discusses the economic competition between the U.S. and China, covering China's low credit ...
U.S.-China Relations: The Housing Market, Economic Updates & Tesla
02 May 2024
Contributed by Lukas
The sentiment on China has improved, although the economy is still weak. This week on the China of Tomorrow podcast, Liqian Ren covers China's GD...
Navigating the U.S.-China Tech Competition
04 Apr 2024
Contributed by Lukas
This is week on the China of Tomorrow podcast, Professor and award-winning author Thomas Mullaney of Stanford University joins host Liqian Ren to disc...
The Playbook for China ETFs
21 Mar 2024
Contributed by Lukas
This week on the China of Tomorrow podcast, Liqian Ren is joined by Founder and Chairman of Rayliant Global Advisors, Jason Hsu to discuss investing i...
Power for a Price: The Purchase of Official Appointments in Qing China
07 Mar 2024
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren is joined by Professor Lawrence Zhang to discuss his book "Power for a Price: The Purchase of Official...
U.S.-China Relations: Regulatory Updates & Market News
23 Feb 2024
Contributed by Lukas
China’s Securities Regulatory Commission (CRSC) recently replaced its head securities regulator. How will this impact the market? This week on China...
Unveiling Wuhan's COVID-19 Outbreak
08 Feb 2024
Contributed by Lukas
This week on the China of Tomorrow podcast, Liqian Ren unpacks the story of Wuhan's COVID-19 outbreak and its global repercussions with Professor ...
Taiwan 2024 Election & China Outlook: Opportunities, Volatility and Growth
25 Jan 2024
Contributed by Lukas
This week on China of Tomorrow, Liqian Ren covers Taiwan's election results, lessons learned from polling and predictions, China's response to...
Taiwan 2024 Elections & China Outlook
11 Jan 2024
Contributed by Lukas
What is the impact of exposure to China on your emerging market portfolio? This week on the China of Tomorrow podcast, Liqian Ren continues the conver...
China's Cool Economy
14 Dec 2023
Contributed by Lukas
What should emerging market industry players know about the current state of China’s Economy? This week on the China of Tomorrow podcast, Liqian Ren...
Taiwan 2024 Elections: What You Need to Know
30 Nov 2023
Contributed by Lukas
This week on the China of Tomorrow podcast, Liqian Ren discusses the upcoming 2024 Taiwan presidential election and offers insight into the history be...
U.S.-China Relations: APEC and Beyond
16 Nov 2023
Contributed by Lukas
One of the leading summits for Asia-Pacific markets, APEC, is happening this week and Liqian Ren offers a few key insights leading up to the meeting. ...
What's Behind China's Economic Slowdown?
02 Nov 2023
Contributed by Lukas
After spending the last few months in China, Host Liqian Ren is returning for a new season of the China of Tomorrow podcast. Stream the first episode ...
Biotech Startup in China: A Conversation with Dr. Hao Wu
06 Jul 2023
Contributed by Lukas
What are the opportunities and challenges for harnessing venture capital in China? This week on the China of Tomorrow podcast, Liqian Ren leads a dis...
Power Play: Which Emerging Markets Are on the Move?
22 Jun 2023
Contributed by Lukas
This week on the China of Tomorrow podcast, Liqian Ren is joined by Noah Smith, Founder and Writer at Noahpinion, a robust newsletter covering the lat...
The Fundamentals of Health Care Investing: U.S. and Beyond
08 Jun 2023
Contributed by Lukas
During this week's episode of the China of Tomorrow podcast, Liqian Ren is joined by Founder Paul Li of FHL Investment Management to discuss the m...
Navigating China’s Quantitative Fixed Income Market
25 May 2023
Contributed by Lukas
During this week's episode of the China of Tomorrow podcast, Liqian Ren interviews Dawn Opus Asset Management's Portfolio Manager, Wang Jiang,...
Geopolitics and Asset Allocation: Re-think China and India
11 May 2023
Contributed by Lukas
Today's emerging markets landscape faces rising inflation and macro uncertainty. What are the challenges and opportunities for investors and their...
China's Baseline Economic Toolkit
27 Apr 2023
Contributed by Lukas
This week on the China of Tomorrow podcast, Liqian Ren interviews Tao Wang, Chief China Economist of UBS Investment Bank and author of Making Sense of...
U.S.-China Relations: Balancing A Restrict(ive) Act
13 Apr 2023
Contributed by Lukas
This week on the China of Tomorrow podcast, Liqian Ren is joined by Chief U.S. Policy Strategist, Greg Valliere of AGF Investments in Washington D.C. ...
SVB and Chinese Biotech Ventures: Challenges and Opportunities
30 Mar 2023
Contributed by Lukas
In this special episode of China of Tomorrow, Liqian Ren speaks with Adam Sun, IC member of Oceanpine Capital’s healthcare industry investment. Adam...
Interview with Founder Bruce Mehlman, Mehlman Consulting
23 Mar 2023
Contributed by Lukas
This week on the China of Tomorrow podcast, Liqian Ren speaks with Bruce Mehlman, founder of Mehlman Consulting, one of the most effective bipartisan ...
Interview with CEO Leland Miller, China Beige Book
09 Mar 2023
Contributed by Lukas
This week on the China of Tomorrow podcast, Liqian Ren and Chief Executive Officer, Leland Miller of China Beige Book (CBB), one of the largest privat...
Interview with Senior Vice President, Albright Stonebridge Group
23 Feb 2023
Contributed by Lukas
During this week’s episode of China of Tomorrow, Liqian Ren is joined by Paul Triolo, Senior Vice President for China and Technology Policy Lead of ...
Interview with Founder Don Dongfan Ma, Horizon Insights
09 Feb 2023
Contributed by Lukas
During this week’s episode of the China of Tomorrow podcast, Liqian Ren leads a discussion with Founder, Don Dongfan Ma of Horizon Insights to cover...
Interview w/ Principal CIO Philip Chao, Experiential Wealth
08 Dec 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Liqian Ren is joined by Philip Chao, Principal CIO of Experiential Wealth to discuss the latest develop...
Interview with Head of Equity Strategy Jeff Weniger, WisdomTree
17 Nov 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Liqian Ren is joined by WisdomTree’s Head of Equity Strategy, Jeff Weniger to discuss the unique cons...
Interview with Senior Analyst Jonathan Silverman, To Eleven Capital
03 Aug 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Jonathan Silverman, Senior Analyst at To Eleven Capital joins WisdomTree’s Director of Modern Alpha, ...
Interview with Founder and CEO Louis-Vincent Gave, Gavekal
13 Jul 2022
Contributed by Lukas
Is Geopolitics an important driver for 2020s investing? On this week’s episode of China of Tomorrow, Liqian Ren is joined by Jeremy Schwartz, Wisdom...
Interview with Victor Shih and Dingding Chen on China’s Behind the Door Politics
08 Jun 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Liqian Ren is joined by University of California San Diego Professor, Victor Shih, with newly published...
Interview with Founder and CEO Peter Luo, Adagene
11 May 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Liqian Ren is joined by Co-founder and Chief Executive Officer Peter Luo, PhD at Adagene, a biotech com...
Interview with Jeff Weniger and Jeff Collett
28 Apr 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Liqian Ren is joined by WisdomTree’s Head of Equity Strategy Jeff Weniger and Jeff Collett, Partner a...
Interview with Brian CK Ho, Deloitte Singapore
31 Mar 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Liqian Ren is joined by Brian CK Ho, Partner at Deloitte in Singapore, focusing on Asia Pacific and Sou...
Interview with HSBC India and WisdomTree Europe
17 Mar 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Liqian Ren is joined by HSBC Managing Director and Chief India Economist, Pranjul Bhandari and WisdomTr...
Interview with Esoterica Capital
03 Mar 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Jeremy Schwartz and Liqian Ren are joined by Bruce Liu, CEO and Founder and Yang Ren, Portfolio Manager...
Interview with Nicholas Smith, CLSA
16 Feb 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Hosts Jeremy Schwartz and Liqian Ren speak with Nicholas Smith, Japan Strategist at CLSA in Tokyo, to e...
Interview with Stanley-Laman Group and WisdomTree Europe
03 Feb 2022
Contributed by Lukas
On this week’s episode of China of Tomorrow, Liqian Ren speaks with Stanley-Laman Group Senior Portfolio Manager, Wei Huang and WisdomTree Director ...
Interview with Howard Tang, SmartAHC
02 Nov 2021
Contributed by Lukas
On this week’s episode of the China of Tomorrow podcast, Liqian Ren is joined by Dr. Howard Tang, with roots in Malaysia and Singapore, SmartAHC’s...
Interview with Chase Taylor, Pinecone Macro Research
26 Oct 2021
Contributed by Lukas
What’s the latest on the global energy crisis? On this week’s China of Tomorrow podcast, Wisdom Tree’s Liqian Ren and Jeremy Schwartz lead a dis...
Interview with Marko Papic, Clocktower Group
04 Oct 2021
Contributed by Lukas
On this episode of China of Tomorrow, Liqian and Jeremy are joined by Marko Papic, Partner and Chief Strategist at Clocktower Group, an alternative as...
Interview with Vivek Viswanathan, Rayliant Global Advisors
18 Aug 2021
Contributed by Lukas
On this episode of China of Tomorrow, Liqian and Jeremy are joined by Vivek Viswanathan, Global Head of Research and Portfolio Management, Senior Mana...
Interview with Jinzhou Li, Aier Eye Hospital Group
02 Aug 2021
Contributed by Lukas
On this episode of China of Tomorrow, Liqian and Jeremy are joined by Mr. Jinzhou Li, Head of Investor Relations with Aier Eye Hospital Group. Listen ...
Interview with Boris Eykher and Winston Ma, Open Mineral
28 Jul 2021
Contributed by Lukas
On this episode of China of Tomorrow, Liqian and Jeremy are joined by Boris Eykher, founder of Open Mineral, and Winston Ma, chairman of the advisory ...
Interview with Jeff Li, EFG Asset Management
21 Jun 2021
Contributed by Lukas
On this episode of China of Tomorrow, Liqian and Jeremy are joined by Jeff Li, Portfolio Manager at EFG Asset Management, UK. Listen as our guest disc...
Interview with Yi Shen, Shenyi Investments
15 Jun 2021
Contributed by Lukas
On this episode of China of Tomorrow, Liqian and Jeremy are joined by Mr. Yi Shen, Founder and CEO of Shenyi Investments, in China. Listen as our gues...
Interview with Wei Huang, Stanley-Laman Group
21 May 2021
Contributed by Lukas
On this episode of China of Tomorrow, Liqian and Jeremy are joined by Wei Huang, portfolio manager at Stanley-Laman Group. Listen as our guest discuss...
Interview with Yufeng (Ethan) Ma, Orrick
20 May 2021
Contributed by Lukas
On this episode of China of Tomorrow, Liqian and Jeremy are joined by Yufeng (Ethan) Ma, partner and chief representative at Orrick, Shanghai. Listen ...
Interview with Winston Ma, ThreeFold
19 May 2021
Contributed by Lukas
On this episode of China of Tomorrow, Liqian and Jeremy are joined by Winston Ma, Chairman of the Advisory Board for ThreeFold, a European decentraliz...
Interview with Patrick Springer, Huatai Securities
18 May 2021
Contributed by Lukas
In this episode of China of Tomorrow, Liqian and Jeremy are joined by Patrick Springer, Managing Director and Head of Institutional Securities at Huat...
Interview with Professor Nan Li, Shanghai Jiao Tong University
18 May 2021
Contributed by Lukas
On this episode of the China of Tomorrow Podcast, Liqian Ren is joined by Professor Nan Li from the College of Economics at Shanghai Jiao Tong Univers...
Interview with John Yin Wu
04 May 2021
Contributed by Lukas
In this episode, Jeremy and Liqian host John Yin Wu, formerly of TAL Education Group. They discuss the landscape of the educational system in China, a...