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

E Fund's Perspective on Global Investment Shifts

On June 10, 2026, at the Bloomberg Invest Hong Kong 2026 conference, Jeff Li, Chief Investment Officer for Global Equity at E Fund (Hong Kong), presented a keynote address emphasizing three significant shifts in the landscape of global investment. His remarks came amid a growing interest in China’s evolving role in international markets.

Jeff Li addressed the audience of international investors and analysts, shedding light on the rapid transformations occurring within the Chinese capital markets. Li noted that these changes are not just theoretical forecasts but are currently unfolding. Here are the three foundational shifts he outlined:

1. From Consumer Goods Leadership to Technological Prowess

Chinese enterprises are transitioning from being leaders in consumer goods to becoming globally recognized innovators in technology. The country is making remarkable strides in various sectors, particularly in electric vehicle batteries, biotechnology, robotics, and artificial intelligence. This shift underscores China’s commitment to advancing its technological capabilities and establishing a robust presence in the global innovation arena.

2. Transition from Localization to True Globalization

Li emphasized that leading Chinese firms are now designed for global engagement from the outset. These companies cultivate intertwined multinational operations reaching from Europe to Southeast Asia. Such a strategy not only enhances their competitiveness but also allows them to tap into diverse markets, enriching their business models and operational strategies.

3. Paradigm Shift from Growth-First to Sustainable Quality Growth

There is a significant shift occurring from a focus solely on growth to an emphasis on sustainable, high-quality growth. Li highlighted that corporations are now prioritizing disciplined capital allocation, profitability, and structural improvements in equity return. This approach is expected to foster a more resilient and robust economic environment in the long term.

“This pivotal change is already in motion,” Li asserted at the event. He noted that E Fund is actively aligning its global equity strategies to leverage these transformations, positioning the firm to capitalize on the burgeoning opportunities presented by these shifts.

Market Collaboration with HKEX

In a notable development demonstrating market collaboration, E Fund signed a licensing agreement with the Hong Kong Exchanges and Clearing Limited (HKEX) to launch the first ETF that mirrors the HKEX Tech 100 Index. This index, the first of its kind created by HKEX, encompasses 100 of the largest technology companies in Hong Kong, representing sectors including AI, biotechnology and pharmaceuticals, smart electric vehicles, IT, the internet, and robotics.

Furthermore, all stocks included in this index are fully eligible for the Stock Connect program, allowing investors from mainland China to benefit substantially from the dynamic prospects of Hong Kong’s technology sector. This strategic move is anticipated to enhance cross-border investments, fostering closer connectivity between the capital markets in Hong Kong and Mainland China.

Bridging Markets to Unlock Long-Term Value

“E Fund aims to integrate global insights with deep local expertise, thus bridging markets to generate long-term value,” Jeff Li affirmed. Serving as the main sponsor for Bloomberg Invest Hong Kong 2026, E Fund maintained direct communication with international investors, collaborating to navigate the complexities of these transformative times. With these efforts, E Fund solidifies its stance as a key player in the evolving landscape of global investment, ready to embrace the changes in the economic fabric around the world.

In conclusion, as the investment landscape continues to evolve, it is crucial for firms like E Fund to adapt and innovate in response to these foundational shifts. The future looks bright for those willing to engage with and capitalize on the vast array of opportunities emerging from these changes in the global investment climate.