China of Tomorrow

Market narratives often lag underlying policy shifts. On this week’s episode of China of Tomorrow, Liqian Ren looks beyond prevailing headlines to assess stimulus measures, regulatory coordination, and subtle changes in market messaging, along with the implications of ongoing US-China negotiations.

Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts

Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary

Recent news from China has fueled questions about political stability and market risk. This week on China of Tomorrow, Liqian Ren puts the headlines in context, focusing on what has, and has not, moved Chinese equities.

Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts

Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary

China remains a key source of uncertainty for global markets in 2026.

This week on China of Tomorrow, Liqian Ren explores how the U.S.–China relationship is shaping investor sentiment, from geopolitics and trade to domestic policy support inside China. She also discusses why local conditions may be stabilizing despite global skepticism and what this could mean for China equities and selective portfolio exposure.

Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts

Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary

As we step into 2026, the landscape of China's economy and technology continues to evolve rapidly. This week on China of Tomorrow, Liqian Ren dives deep into the current state of China's markets, the resilience of its supply chains, and the ongoing developments in its technology sector.

Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts

Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary

Is China investable in 2026? This week on China of Tomorrow, Liqian Ren breaks down the latest on US-China diplomacy, real estate restructuring, and emerging strength in China’s tech sector. With President Trump and Xi expected to meet multiple times, what does this mean for markets? Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts

Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary

This week on China of Tomorrow, Liqian Ren and guest Professor Tristan Brown (MIT) touch on the complexities ofU.S.-China relations, focusing on the recent temporary deal between the two nations. They then explore the historical significance of Feng Shui in Qing Dynasty China, discussing its intersection with legal disputes and cultural practices. The conversation also covers the role of Islam during the MingDynasty, contemporary educational trends in China, and the evolving narratives surrounding archaeology and history in the country.
Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts Please reference the WisdomTree Glossary for any definitions: https://www.wisdomtree.com/glossary

This week on China of Tomorrow, Liqian Ren unpacks the recent policy escalation between the U.S. and China from rare earth export controls to tariff talk and long-arm sanctions. As both countries shift from symbolic measures to reciprocal action, she explores what this means for investors, the outlook for bilateral talks, and the long-term competition in hard tech.

In this episode of China of Tomorrow, Liqian Ren sits down with Anne Stevenson-Yang, co-founder of J Capital Research and author of Wild Ride: A Short History of the Opening and Closing of the Chinese Economy, to discuss the evolving state-business dynamic in China. From early reform-era optimism to today’s more centralized economic model, they cover the long arc of China’s development, how investment incentives have shifted, and what signs investors can watch for as the government attempts to balance control with global engagement.

From student testing to social structure, China’s education system influences far more than college admissions. In this episode of China of Tomorrow, Liqian Ren sits down with co-authors Hongbin Li, Co-Director of the Stanford Center on China’s Economy and Institutions, and Ruixue Jia, Professor of Economics at the University of California to discuss The Highest Exam, their new book exploring how the Gaokao (college entry exam) system helps explain China’s growth model, inequality, and policy challenges. 

 
Learn more: https://www.wisdomtree.com/investments/multimedia/china-of-tomorrow-podcasts  

 
Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

Patriotism, policy, and performance are intersecting in China’s markets. In this week’s episode of China of Tomorrow, Liqian Ren discusses the strategic signals behind China’s recent military display, the latest run-up in equities, and how subtle shifts in currency and interest rate dynamics could support sentiment heading into year-end.

From rare earth leverage to Nvidia chip scrutiny and stalled trade talks, tensions between the U.S. and China remain high. This week on China of Tomorrow, Liqian Ren unpacks the delicate power dynamics shaping today’s negotiations, what’s driving policy hesitation on both sides, and how social and economic pressures are playing out on the ground in China.

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

From tech restrictions to infrastructure stimulus, China is walking a tightrope between global pressure and domestic priorities. This week on China of Tomorrow, Liqian Ren examines how shifting dynamics with the U.S., EU, and Russia are reshaping China’s economic outlook and what it means for investors.

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary

From tariffs and tech to local protests and market stimulus, this week on China of Tomorrow, Liqian Ren cuts through the noise. She offers a grounded take on China’s economic positioning, domestic sentiment, and how investors should interpret the latest U.S.-China trade dynamics.

China is pivoting from infrastructure-heavy stimulus to targeted consumer support, but will it be enough to sustain growth? This week on China of Tomorrow, Liqian Ren breaks down Beijing’s evolving playbook, from service-sector subsidies to the political sensitivities shaping its response to U.S. actions in the Middle East. Listen now to hear how domestic policy and global dynamics are reshaping China’s economic path.

What does the latest turn in U.S.-China relations mean for your portfolio? This week on China of Tomorrow, Liqian Ren breaks down China’s newest inflation and export data, highlights how Chinese manufacturers are rerouting supply chains through Southeast Asia, and explains why rare earth minerals may be Beijing’s strongest card at the negotiating table. With state visits in the works and tensions rising, Liqian shares what investors should watch and why these developments could ripple across global markets.Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary

As global demand softens and trade tensions simmer, can China successfully pivot from export-driven growth to building stronger local markets? This week on China of Tomorrow, Liqian Ren explores how Chinese companies are navigating a shifting global landscape. She unpacks the pressures of evolving regulations and what these changes mean for the broader economy and global investors.

This week on China of Tomorrow, Liqian Ren covers the latest U.S.-China trade developments following the tentative agreement to reduce tariffs. She breaks down what each side has conceded, how markets are responding, and why this deal may be more tactical than transformative. Listen now to understand the implications for Chinese equities and what investors should watch for next.

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary

This week on China of Tomorrow, Liqian Ren breaks down what’s really changing in China’s trade and economic landscape, from shifting tariff dynamics and import charges to consumer price trends and tech competition. Liqian also explores how these shifts may impact markets, multinationals, and everyday investors navigating exposure to China in a volatile global backdrop.

This week on China of Tomorrow, Liqian Ren breaks down the latest in U.S.-China tensions from tariff escalations and tech carve-outs to delisting risks and shifting investor sentiment. As markets weigh the potential for a near-term deal, she cuts through the noise with clear analysis on what's driving the headlines, where the pressure points lie, and how capital markets are adapting.

What do tariffs, tech, and Taiwan mean for your portfolio? This week on China of Tomorrow, Liqian Ren unpacks the latest developments between the U.S. and China—from market volatility and currency shifts to the broader investment landscape.

This week on China of Tomorrow, Liqian Ren unpacks the latest trends in U.S. and Chinese retail sales, the impact of U.S.-China relations on investment strategies, and continued decline in China’s housing market. Liqian also explores shifting policies aimed at stimulating demand and the resilience of Chinese consumers amid economic challenges – while addressing the broader geopolitical competition shaping these dynamics.

What do the latest U.S. tariffs mean for China’s economy and your portfolio? This week on China of Tomorrow, Liqian Ren revisits the evolving U.S.-China trade landscape, unpacking the latest tariff increases, their impact on global markets, and what investors should watch next. Liqian also breaks down key takeaways from China’s National People’s Congress and a surprising shift in U.S.-China digital diplomacy. Whether you’re investing in emerging markets or tracking geopolitical risks, this episode offers valuable insights for navigating the road ahead.

What signals is Beijing sending to private enterprises, and how could it impact investors? This week on China of Tomorrow, Liqian Ren breaks down a recent meeting between President Xi Jinping and top Chinese entrepreneurs, exploring its implications for China’s business landscape. She also examines the effects of U.S. sanctions on Chinese tech companies, the country’s latest technological innovations, and how the success of a Chinese animated film provides cultural context for these shifts. Liqian also offers key investment insights to help navigate China’s evolving market.

This week on China of Tomorrow, Liqian Ren discusses the emergence of DeepSeek, a generative AI platform developed by a quantitative trading firm, and its implications for Chinese technology and equity markets. Listen now to learn more about the advancements in AI and biotech in China, the macroeconomic environment affecting the equity landscape, and the rising significance of Hangzhou as a tech hub.  

This week on China of Tomorrow, Liqian Ren continues the discussion on U.S.-China trade relations amid President Trump’s inauguration. From tariff implications and trade policy shifts to the TikTok controversy and China’s economic outlook, Liqian breaks down the market impacts of evolving domestic and international dynamics.

This week on China of Tomorrow, Liqian Ren examines China’s 2025 economic landscape, from civil servant wage hikes and US sanctions to challenges like low fertility rates and local governance. Listen now to learn how the latest policy shifts and market volatility are reshaping perceptions of Chinese products and investment opportunities.

This week on China of Tomorrow, Liqian Ren breaks down what's happening with China's economy and what the latest U.S. tariffs could mean for the markets. Liqian also dives into the ongoing trade tensions between the two countries and shares potential solutions for investors and advisors on how to navigate the current economic climate.

With China’s recent stimulus package falling short of market expectations, questions arise about its potential to spark real economic recovery. This week on China of Tomorrow, Liqian Ren covers why investors remain skeptical, unpacking the nuances of China’s debt restructuring approach and its potential implications for growth.

This week on China of Tomorrow, Liqian Ren provides an analysis of China's equity market dynamics, highlighting the impact of US policies on China's economy, including the Fed’s influence on monetary policy. Liqian also offers insights into China's economic strategies and geopolitical considerations involving China, India, and the US, underscoring the potential benefits of maintaining some exposure to China in a portfolio.

This week on the China of Tomorrow podcast, Liqian Ren covers the recent fluctuations in the Chinese equity market, highlighting the actions taken by regulatory bodies like the PBOC and NDRC. Liqian also explains the liquidity measures introduced to support the market, mixed reactions from investors and emphasizes the importance of understanding China's economic landscape and volatility in the stock market, especially in light of upcoming US elections. Listen now to hear insights into the Chinese government’s financial strategies aimed at stabilizing local economies and supporting private enterprises.

During this week’s episode of China of Tomorrow, Liqian Ren discusses the recent retail-driven rally in China's market, driven by significant stimulus policies from the People's Bank of China (PBOC) and other financial regulators. Liqian also covers the implications of these policies for investors, the challenges of shorting the market and the overall economic sentiment in China amidst the current volatility.

Is China still attractive for investors? This week on China of Tomorrow, Liqian Ren discusses the current economic situation in China, highlighting the risks of deflation, weak consumption, and the implications of recent policy changes, including a delayed retirement age. Liqian also offers insight into the housing market's struggles, the impact of macroeconomic trends on investment strategies, and the potential for future growth despite current challenges.

This week on China of Tomorrow, Liqian Ren covers China’s latest PMI data, as well as the implications of lowering mortgage rates of existing home loans, the potential impact of low fertility rate on China's economic growth, and the People’s Bank of China, or PBOC’s, focus on the stability of the yuan amidst an uncertain monetary environment. People’s Bank of China (PBOC): is the central bank of the People’s Republic of China with the power to control monetary policy and regulate financial institutions in mainland China. Purchasing Managers’ Index (PMI): An indicator of the economic health of the manufacturing sector. The PMI is based on five major indicators: new orders, inventory levels, production, supplier deliveries and the employment environment. A reading above 50 indicates an expansion of the manufacturing sector compared to the previous month; below 50 represents a contraction while 50 indicates no change.

What should EM investors know about China’s economy? This week on China of Tomorrow, Liqian Ren discusses the speculation surrounding rumors of President Xi's absence from headlines, key factors in China's stimulus approach and how to navigate the risk-reward tightrope in Chinese equities.

Although there’s no significant policy initiatives, short-term stimulus measures are expected to be implemented to meet the 5% growth target at China's third plenum meeting of the Central Committee of the Communist Party. This week on the China of Tomorrow podcast, Liqian Ren covers the political meeting, as well as the PBOC’s reduced short-term interest rates and impact on overall market sentiment.

China’s central bank, PBOC, raised some rates by a few basis points in an economic slowdown, by promising to short the government bonds if its yield falls too much. This week on the China of Tomorrow podcast, Liqian Ren discusses why this unconventional policy was actually somewhat expected under China’s political set up.

This week on China of Tomorrow, Liqian Ren covers two main themes: tax investigations in local areas and the anticipation of an important July political meeting in China. The tax investigations have raised concerns about the use of tax investigations as a political tool by local governments. The lack of money in both households and local governments has led to an increase in fines and price hikes by local SOEs. The central government has clarified that it is not investigating private enterprises for money. Understanding the power dynamics and incentives at both the central and local levels is crucial to interpreting these policies.

Chinese equities have gained momentum after China appoints Wu Qing as new chairman of the Chinese Securities Regulatory Commission (CSRC). What are the factors driving this momentum? This week on China of Tomorrow, Liqian Ren discusses the CSRC’s initiative to enforce dividend payments to investors, as well as China's strong export data and its move towards higher-tech manufacturing, which is causing competition with American and European companies. Liqian also offers insight on China's economic stimulus, the upcoming third plenary meeting of the Communist Party, and the potential policies that may be announced.

How does China’s housing market affect the global economy? This week on the China of Tomorrow podcast, Liqian Ren covers the latest happenings in Taiwan, as well as the state of China’s housing market and its impact on the local economy and potential implications for U.S. investment strategies. Listen now to learn more about the potential risk vs reward on investing in China given the current backdrop.

This week on the China of Tomorrow podcast, Liqian Ren discusses the economic competition between the U.S. and China, covering China's low credit growth, weak economy, housing bubble's impact and the Chinese government's efforts to stimulate the economy. Listen now to hear how risk aversion among households, companies, and local governments are contributing to low credit growth in China, and how the U.S.'s announcement of tariffs on Chinese EV and other products is affecting the relationship between the two superpowers.

The sentiment on China has improved, although the economy is still weak. This week on the China of Tomorrow podcast, Liqian Ren covers China's GDP, travel between Taiwan and slowing housing market. Liqian also offers insight into the improved market sentiment, which can be attributed to factors related to US-China relations, Elon Musk's visit to China, Chinese government's investment in equity, and new measures by the securities regulator CSRC.

This is week on the China of Tomorrow podcast, Professor and award-winning author Thomas Mullaney of Stanford University joins host Liqian Ren to discuss the history of the US-China tech competition and its impact on new technologies and reimagined systems in the tech industry. Professor Mullaney shares personal stories of innovators who worked on computerizing the Chinese language and highlights the importance of prompt engineering in Chinese technological culture. The conversation also touches on China's industrial base, including the impact of Chinese computers and collaborations with other countries. 

This week on the China of Tomorrow podcast, Liqian Ren is joined by Founder and Chairman of Rayliant Global Advisors, Jason Hsu to discuss investing in China’s A shares vs. Hong Kong and US-listed Chinese companies. During the episode, Jason also offers a peek into his playbook as they unpack how China fits into a broader emerging markets strategy and impact of the current geopolitical climate.

This week on China of Tomorrow, Liqian Ren is joined by Professor Lawrence Zhang to discuss his book "Power for a Price: The Purchase of Official Appointments in Qing China”. The conversation covers various topics regarding China’s landscape, including its political background, the impact of the ban on private tutoring, the exam system and education, access to historical archives, wealth transmission and inequality, and the tea industry in Taiwan. Professor Zhang also sheds light on the historical practice of buying government jobs and its implications for social mobility and power dynamics in China

Learn more about Professor Zhang's book today: https://www.amazon.com/Power-Price-Purchase-Appointments-Monographs/dp/0674278291

China’s Securities Regulatory Commission (CRSC) recently replaced its head securities regulator. How will this impact the market? This week on China of Tomorrow, Liqian Ren unpacks China's unique regulatory environment, mitigating risk for investors and the implication of last week’s boating accident in Taiwan Strait for future events.

This week on the China of Tomorrow podcast, Liqian Ren unpacks the story of Wuhan's COVID-19 outbreak and its global repercussions with Professor Dali Yang from the University of Chicago. In this episode, Professor Yang sheds light on the events surrounding the outbreak, as detailed in his latest book, "Wuhan: How the COVID-19 Outbreak in China Spiraled Out of Control." Professor Yang offers insights into the gathering and processing of information, decision-making by authorities, and the profound impact of Chinese policy on this defining event of our time.

This week on China of Tomorrow, Liqian Ren covers Taiwan's election results, lessons learned from polling and predictions, China's response to the housing bubble, as well as their institutional setup and policy response. Liqian also offers insight into investing, risk factors and headwinds for seeking opportunities outside the U.S, including Japan-focused strategies and our upcoming growth goals.

What is the impact of exposure to China on your emerging market portfolio? This week on the China of Tomorrow podcast, Liqian Ren continues the conversation around Taiwan’s quickly approaching election and discusses our 2024 China Outlook. Listen now as Liqian analyzes China’s housing market, U.S.-China relations, impact of the Taiwan election results on current trade conflicts, as well as the benefits a high quality-growth strategy can have given the current backdrop.

What should emerging market industry players know about the current state of China’s Economy? This week on the China of Tomorrow podcast, Liqian Ren covers the key considerations for China’s cool economy, including: November PMI state vs. private surveys, CPI inflation and monetary stimulus plan. Liqian also offers insight on the latest Taiwan election updates.

This week on the China of Tomorrow podcast, Liqian Ren discusses the upcoming 2024 Taiwan presidential election and offers insight into the history behind the three-way race, as well as the potential geopolitical implications of the candidate’s differing views on Taiwan’s relationship with China.

One of the leading summits for Asia-Pacific markets, APEC, is happening this week and Liqian Ren offers a few key insights leading up to the meeting. During this week’s episode of the China of Tomorrow podcast, Liqian also discusses the state of U.S.-China relations given the current economic backdrop.

After spending the last few months in China, Host Liqian Ren is returning for a new season of the China of Tomorrow podcast. Stream the first episode now to explore the reasons behind China’s economic slowdown and the challenging road to growth that lies ahead. 

What are the opportunities and challenges for harnessing venture capital in China? This week on the China of Tomorrow podcast, Liqian Ren leads a discussion with Dr. Hao Wu, founder and CEO of Nanonomics Biotechnology, a venture-backed biotech company. During the episode, Dr. Hao offers insight on the latest market trends and conditions related to Chinese venture capital, as well as the benefits of leveraging AI-technologies like machine learning and data analysis tools for biotech startups.

This week on the China of Tomorrow podcast, Liqian Ren is joined by Noah Smith, Founder and Writer at Noahpinion, a robust newsletter covering the latest economic and current events. During the episode, they offer insights on the emerging market competition, China’s evolving economy and more.

During this week's episode of the China of Tomorrow podcast, Liqian Ren is joined by Founder Paul Li of FHL Investment Management to discuss the methodology behind a quality health care investing strategy. In addition, they address the latest on U.S.-China competition, as well as potential solutions investors and advisors may want to consider for positioning a portfolio against the evolving economic backdrop.

During this week's episode of the China of Tomorrow podcast, Liqian Ren interviews Dawn Opus Asset Management's Portfolio Manager, Wang Jiang, about China's local fixed income market and how they find their niche in an era when traditional wealth management products are no longer risk-free.

Today's emerging markets landscape faces rising inflation and macro uncertainty. What are the challenges and opportunities for investors and their strategies in the current environment? This week on the China of Tomorrow podcast, Liqian Ren leads a discussion with award-winning Dr. Dambisa Moyo of Versaca Investments. During the episode, Liqian and Dambisa take a tour of emerging markets to discuss the latest considerations regarding the geopolitical landscape, U.S.-China-India relations and impactful evolution of AI on developed markets in the space.

This week on the China of Tomorrow podcast, Liqian Ren interviews Tao Wang, Chief China Economist of UBS Investment Bank and author of Making Sense of China’s Economy to discuss how investors can nimbly adapt to and navigate China’s evolving investment landscape by leveraging the right tools for the job. Listen now to hear the speakers cover the fundamentals of investing in China, as well as a short to long-term macro outlook and research tips for investors and advisors alike. 

This week on the China of Tomorrow podcast, Liqian Ren is joined by Chief U.S. Policy Strategist, Greg Valliere of AGF Investments in Washington D.C. During the episode, Greg offers insights on U.S.-China relations, including the latest regulatory updates and developments regarding the Restrict Act, elevated volatility and geopolitical world order.

In this special episode of China of Tomorrow, Liqian Ren speaks with Adam Sun, IC member of Oceanpine Capital’s healthcare industry investment. Adam joins Liqian from Beijing during the height of the Silicon Valley Bank collapse to discuss related impacts, as well as the VC investment landscape in biotech including risks, challenges and a macro-outlook for seeking growth opportunities in China.

This week on the China of Tomorrow podcast, Liqian Ren speaks with Bruce Mehlman, founder of Mehlman Consulting, one of the most effective bipartisan lobbying firms in Washington, D.C. During the episode, Bruce unpacks the latest regulatory updates and developments pertaining to China, as well as its potential impact on portfolio positioning.

This week on the China of Tomorrow podcast, Liqian Ren and Chief Executive Officer, Leland Miller of China Beige Book (CBB), one of the largest private data collection operations within a closed economy, discuss China’s PMI against CBB’s February data. With extensive experience in Asia and U.S. markets, Miller offers various insights on China's geopolitical landscape as we continue to gauge the climate on U.S. and China relations. For more information, visit the CBB website: https://www.chinabeigebook.com/ 

During this week’s episode of China of Tomorrow, Liqian Ren is joined by Paul Triolo, Senior Vice President for China and Technology Policy Lead of Albright Stonebridge Group, a founding member of a new multidisciplinary advisory firm, providing integrated solutions for clients facing complex global opportunities and challenges. Listen now for the latest updates on China - U.S. relations, Trade and Tech sanctions, as well as on the ground insights.

During this week’s episode of the China of Tomorrow podcast, Liqian Ren leads a discussion with Founder, Don Dongfan Ma of Horizon Insights to cover the latest macroeconomic and equity research in China.

On this week’s episode of China of Tomorrow, Liqian Ren is joined by Philip Chao, Principal CIO of Experiential Wealth to discuss the latest developments and updates in China at a central and local level. Providing a deep background in emerging markets, listeners will be empowered with the latest updates impacting investments in China, including: COVID-Zero, central vs. local political landscape, Yen vs. U.S. dollar and more.

On this week’s episode of China of Tomorrow, Liqian Ren is joined by WisdomTree’s Head of Equity Strategy, Jeff Weniger to discuss the unique considerations for investments in China and broader emerging markets, including: housing markets, growth vs. value investing and more.

On this week’s episode of China of Tomorrow, Jonathan Silverman, Senior Analyst at To Eleven Capital joins WisdomTree’s Director of Modern Alpha, Liqian Ren and Global Chief Investment Officer, Jeremy Schwartz to discuss the latest on Japanese investments, including: the risk-reward tightline, regulatory updates and more.

Is Geopolitics an important driver for 2020s investing? On this week’s episode of China of Tomorrow, Liqian Ren is joined by Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer and Louis-Vincent Gave, Founding Partner and CEO at Gavekal, a research and financial advisory firm offering clients information and ideas relating to Asia. This episode covers a macro discussion on the shifts in the geopolitical world order and economic relations from China to the U.S., Russia and more.