#Hong Kong #HKEX #E Fund HK #Jeff Li

E Fund HK's Jeff Li Highlights Transformative Shifts at Bloomberg Invest Hong Kong 2026

On June 10, 2026, Jeff Li, the Chief Investment Officer for global equities at E Fund Hong Kong, shared his insights on the evolution of global investment dynamics during the Bloomberg Invest Hong Kong 2026 conference. His keynote address underscored three foundational shifts currently redefining China’s capital markets:

1. From Consumer Market Leadership to Technological Prowess
Chinese companies are transitioning from being leaders in consumer markets to becoming global front-runners in technology sectors such as electric vehicle batteries, biotechnology, robotics, and artificial intelligence. This transformation signifies a broader trend where innovation in technology plays a vital role in China's economic progression.

2. From Localization to Genuine Globalization
Leading Chinese enterprises, since their inception, have been deeply integrated on a global scale, establishing operations that stretch from Europe to Southeast Asia. This shift demonstrates how Chinese companies are not only local but are rather ingrained in the international business landscape, enhancing their competitive advantage through transnational collaborations.

3. From Growth-First to Sustainable and Quality Growth
There is a paradigm shift focusing on disciplined capital allocation, profitability, and structured enhancements in return on equity. Li emphasized that the drive is no longer solely about rapid growth, but rather about fostering sustainable and qualitative advancements for long-term success.

Li reiterated that these changes are not mere forecasts; they are already underway. He stated, “At E Fund, we are adjusting our global equity strategies to capture this transformation.”

Collaboration and Cross-Market Initiatives

In a striking demonstration of cross-border collaboration, E Fund has entered into a licensing agreement with the Hong Kong Exchanges and Clearing Limited (HKEX) to launch the first exchange-traded fund (ETF) that replicates the HKEX Tech 100 index—an index developed by HKEX itself. This index encompasses the top 100 technology companies in Hong Kong across several innovative sectors including:

• - Artificial Intelligence
• - Biotechnology and Pharmaceuticals
• - Electric Vehicles and Intelligent Driving
• - IT
• - Internet
• - Robotics

Notably, all components of this index are fully eligible for trading under the Stock Connect program, which allows mainland investors to leverage dynamic technological opportunities available in Hong Kong.

Connecting Markets for Long-term Value

Through the synthesis of global perspectives with extensive local knowledge, E Fund aims to connect markets and facilitate long-term value for its investors. Jeff Li concluded by stressing the importance of collaboration across markets to navigate this transformative period successfully. As the main sponsor of the Bloomberg Invest Hong Kong 2026 conference, E Fund actively engaged with global investors, showcasing its commitment to adapting strategies that align with ongoing market changes.

With these insights, Jeff Li sets a promising outlook for both E Fund and China’s evolving role in the global financial scene, presenting ample opportunities for investors willing to embrace this new era.