E Fund HK's Jeff Li Discusses Transformational Shifts at Bloomberg Invest Hong Kong 2026

On June 10, 2026, during the Bloomberg Invest Hong Kong 2026 conference, Jeff Li, the Chief Investment Officer for Global Equity at E Fund (Hong Kong), presented his insightful outlook on the evolving landscape of capital markets in China. His compelling speech highlighted three fundamental shifts that are reshaping investment strategies not only in China but across global markets.

Emerging Trends in Investment

According to Li, the defining changes in the investment landscape can be categorized into three critical areas:

1. From Consumer Leadership to Technology Leadership

Li noted that Chinese companies are transitioning from being leaders primarily in consumer markets to setting the pace in technology fields. Areas such as electric vehicle (EV) batteries, biotechnology, robotics, and artificial intelligence (AI) are where Chinese firms are becoming the frontrunners. This shift signifies a change where technological innovation drives growth and global competitiveness.

2. From Localization to True Globalization

The second shift discussed by Li is the movement from localized operations to genuinely global enterprises. Modern Chinese companies are not only growing their local markets but are also 'born global,' establishing extensive and integrated operations stretching from Europe to Southeast Asia. This global perspective is essential for existing in today's interconnected market.