#China #Hong Kong #Bloomberg #E Fund HK #Jeff Li

E Fund HK's Vision for Investment in a Changing Landscape

At the recent Bloomberg Invest Hong Kong 2026 conference, held on June 10, Jeff Li, the Chief Investment Officer of E Fund (Hong Kong), presented three foundational shifts that he believes are defining the new investment landscape in China. In his insightful address, Li emphasized that these changes are not merely speculative forecasts but are actual realities currently shaping the global investment arena.

Fundamental Changes Identified by Jeff Li

1. From Consumption to Technology Leadership: One of the most significant shifts is in the focus of Chinese enterprises. As highlighted by Li, leading companies in China are now at the forefront of global developments in critical sectors such as electric vehicle batteries, biotechnology, robotics, and artificial intelligence. This transition towards a technology leadership model reflects a broader trend of innovation that is crucial for sustainable growth.

2. Transitioning from Localization to Genuine Globalization: Li pointed out that many top-tier Chinese firms have embraced global operations since their inception. They engage in deeply integrated international business activities that span from Europe to Southeast Asia. This globalization offers fresh opportunities for growth and collaboration, allowing Chinese companies to expand their reach and impact across worldwide markets.

3. Shifting from Growth-First to Sustainable High-Quality Growth: Another pivotal transformation is the paradigm shift towards a disciplined approach to capital allocation. Companies are increasingly focusing on profitability and enhancing their return on equity (ROE). This strategic focus on sustainable growth rather than merely chasing expansion aligns with global trends towards responsible investing and corporate accountability.

"These shifts are already happening," Li emphasized to the attendees at the Bloomberg Invest conference. "At E Fund, we are strategically positioning our global equity strategies to capitalize on the opportunities arising from this transformation."

Strengthening Market Collaborations

In an express effort to foster strong market collaborations, E Fund recently entered into a licensing agreement with Hong Kong Exchanges and Clearing Limited (HKEX). This partnership aims to launch the first Exchange-Traded Fund (ETF) that tracks the HKEX Tech 100 Index. This index, engineered by HKEX, represents the top 100 technology companies listed in Hong Kong and spans various sectors, including:
- Artificial Intelligence
- Biotechnology and Pharmaceuticals
- Electric Vehicles and Smart Driving Systems
- Information Technology
- Internet
- Robotics

It's noteworthy that all companies featured in this index qualify for 100% participation in the Stock Connect program, which significantly enhances access for mainland Chinese investors to Hong Kong's dynamic tech sector.

E Fund's Role in Connecting Markets

"E Fund connects a global perspective with a deep understanding of local markets, building bridges between these regions and unlocking long-term value," asserted Jeff Li. As the main sponsor of the Bloomberg Invest Hong Kong 2026 conference, E Fund actively engaged in direct dialogue with global investors, assisting them in navigating this transformative era in the investment world.

In conclusion, the insights shared by Jeff Li at the Bloomberg Invest Hong Kong 2026 conference illuminate the vital transformations within Chinese markets and showcase E Fund's commitment to adapting to these changes. By strategically addressing key shifts and enhancing market collaborations, E Fund is poised to lead its clients towards a prosperous and sustainable investment future.