#Hong Kong #E Fund #Jeff Li

A New Era for China's Capital Markets

On June 10, 2026, in a noteworthy address delivered at the Bloomberg Invest Hong Kong 2026 conference, Jeff Li, the Chief Investment Officer of E Fund (Hong Kong), captivated a global audience of investors with insights on significant shifts reshaping China's capital markets. Li emphasized that the financial landscape is transitioning through what he termed as "three foundational shifts."

From Consumer Leadership to Technology Leadership

The first shift that Li spotlighted is the evolution of Chinese companies from mere consumer leaders to forefront innovators in technology. Chinese firms are now recognized as pioneering forces in several critical sectors, including electric vehicle (EV) batteries, biotechnology, robotics, and artificial intelligence (AI).

Li asserted, "These companies are no longer just followers; they are leading the charge in innovation on the global stage." He highlighted how this transformation is not just theoretical; indeed, these advancements are actively transforming the industry, establishing China as a global leader in technology.

From Localization to True Globalization

The second significant shift pertains to the globalization of Chinese enterprises. According to Li, many leading Chinese companies are emerging as truly global players, with their operations well-integrated across various regions, from Europe to Southeast Asia. This shift represents a new wave of ambition as businesses adapt to the global market's demands and challenges.

Li added, "Today's top Chinese enterprises are born global, with a focus on delivering value across borders and cultures, which is unprecedented."

From Growth-First to High-Quality Sustainable Growth

The third shift Li highlighted reflects a broader paradigm change in the approach to business growth. He outlined a transition from a singular focus on rapid growth to a more balanced emphasis on sustainable, high-quality growth. Companies are now prioritizing disciplined capital allocation and aiming for profitability, alongside improving structural returns on equity (ROE).

"Sustainability is not just a trend; it's becoming the cornerstone of business strategy," Li commented. "We are witnessing an evolution where quality supersedes quantity in business growth metrics."

Strategic Positioning at E Fund

At E Fund, Li emphasized that the institution is strategically positioning its global equity strategies to leverage these imminent transformations. Its commitment lies in capturing opportunities arising from these three significant trends that will shape the future of investments in the region and beyond.

Collaborating for Innovation with HKEX

In a concrete display of E Fund's proactive investment strategy, Li announced a pivotal partnership with Hong Kong Exchanges and Clearing Limited (HKEX). This collaboration aims to introduce an exchange-traded fund (ETF) that will track the HKEX Tech 100 Index, marking a remarkable advancement in investment options within the tech sector.

The index will cover 100 of Hong Kong's leading technology firms spanning six crucial innovation themes: AI, biotech and pharmaceuticals, electric vehicles and smart driving, IT, the internet, and robotics. Crucially, all stocks included in the index are eligible for the Stock Connect program, allowing mainland investors to easily tap into Hong Kong's dynamic tech landscape.

Bridging Markets for Long-Term Value

Li concluded his address with a resounding declaration of E Fund's vision, stating, "We combine global perspectives with profound local knowledge, bridging markets to unlock long-term value."

As a Presenting Sponsor of Bloomberg Invest Hong Kong 2026, E Fund took an active role in engaging with global investors, navigating this transformative era promising diverse opportunities and sustainable growth trajectories for both local and international stakeholders. By fostering collaboration and innovation, E Fund is set to play a crucial role in shaping the investment landscape of tomorrow.

In summary, Jeff Li's insights at the Bloomberg Invest conference provided a compelling narrative of the evolving investment climate, encouraging those involved in finance and investment to rethink strategies and embrace the impending changes in China's capital markets.