William Je - China Outlook: Tech Leaders, Green Energy & Blockchain Stocks

Opto Sessions – Invest in the Next Big Idea

William Je is the founder and CEO of Hamilton Investment Management. The multi-billion-dollar asset manager specialises in private equity investments and institutional-grade digital assets strategies, but it was William’s decades of experience investing in China’s equity markets, that we focused on today.
William was the Chairman of Equity Capital Markets for Macquarie Banking Group, a global heavyweight managing over $520 billion in assets. In that role, William managed the firm’s Greater China capital market interests, and principal investment activities.
I asked William for his outlook on China stock markets in 2022. William cited the political environment as a longer-term headwind but also pointed to policy easing in the short-term. We subsequently discussed the impact of regulation on China’s Tech leaders, and I finished by asking William for his ‘sector to watch’ this year. Enjoy!
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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