#Hong Kong #HKEX #E Fund #Jeff Li

Insights on the New Capital Market Era in China

During the Bloomberg Invest Hong Kong 2026, Jeff Li, the Director of Global Equity at E Fund HK, addressed a captivated audience about the transformative changes occurring within China's capital markets. Li articulated three fundamental shifts that are reshaping the investment landscape not just in China, but globally. These shifts highlight how Chinese companies are evolving and adapting in response to dynamic economic conditions.

The Shifts Explained

1. From Consumer Leadership to Tech Dominance
In the past, consumer-driven companies led the market; however, the new narrative is dominated by technological advancements. Chinese firms, emerging as global leaders, are making significant strides in sectors such as electric vehicle (EV) batteries, biotechnology, AI, and robotics. This revolutionary transition reflects a deep commitment to innovation and competitive edge in high-tech industries.

2. From Localization to True Globalization
Today’s leading Chinese enterprises embrace globalization, operating with extensive multinational frameworks that fosters collaboration across Europe and Southeast Asia. This shift indicates that contemporary champions of industry are not just local traders but globally integrated entities fueling international trade and investment.

3. From Growth at All Costs to Sustainable High-Quality Growth
The approach towards growth is evolving as well. The emphasis is shifting from merely pursuing growth rates to sustainable practices that enhance profitability and ensure positive structural changes in return on equity (ROE). This mindset promotes disciplined capital allocation, signifying a maturing investment philosophy within China’s market.

Li underscored that these trends are not mere forecasts; they are evident realities influencing investment strategies today. At E Fund, their capital strategies align with this transformation, catering to a rapidly changing global investment scene.

HKEX Collaboration

In a notable sign of inter-market cooperation, E Fund recently signed a licensing agreement with Hong Kong Exchanges and Clearing Limited (HKEX). This collaboration aims at launching the first Exchange-Traded Fund (ETF) tracking the HKEX Tech 100 index—a pioneering, self-replicating index tracking the 100 largest tech companies in Hong Kong across six dynamic sectors including AI, biotechnology, electric vehicles, IT, internet, and robotics. This initiative allows investors in mainland China to tap into the vibrant technological advancements present in Hong Kong's market.

Unlocking Long-Term Value

“E Fund combines global insights with deep local market knowledge to unlock long-term value,” Li reiterated during his address at Bloomberg Invest Hong Kong 2026. Engaging directly with global investors, E Fund is steering their strategies to navigate this transformative period effectively. Li’s insights not only reflect an optimistic outlook for Chinese investments but also signify an evolution of investment philosophies in a global context.

In conclusion, as we approach a new era in capital markets, understanding these fundamental shifts is crucial for any investor looking to capitalize on the opportunities unfolding in one of the world’s most dynamic markets. E Fund HK, under Jeff Li’s guidance, stands equipped to lead this charge, fostering a deeper understanding of the evolving global investment landscape.