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Hyomi Jie

Hyomi Jie - Portfolio Manager

Podcast 34 min listen

The Investor's Guide to China podcast: Healthcare

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.

Martin Dropkin + 5 others | 10 June 2024

Article 4 min read

Field Notes: How hard times are building strong companies in China

It’s no secret that China’s consumers are feeling cautious right now. Companies are having to adapt, which should leave winners stronger in the long run.

Hyomi Jie + 1 other | 27 March 2024

Podcast 34 min listen

The Investor's Guide to China podcast: Cities and migration

Where people live within China - and why - is fundamental to understanding the country’s changing demographics.

Catherine Yeung + 7 others | 11 March 2024

Article 3 min read

Will an older China unleash the potential for homegrown medical tech?

China's adverse demographic trend may bring rosy prospects to Chinese medical equipment makers, which are gaining market share from foreign rivals.

Hyomi Jie + 2 others | 5 March 2024

Article 4 min read

Field Notes: How to weigh China’s barbell-shaped consumer recovery

Despite challenges facing China's economy, some of the country's consumer companies are gaining market share, in some cases by exploring new niche categories.

Hyomi Jie + 2 others | 19 July 2023

Podcast 38 min listen

The Investor's Guide to China podcast: China Consumer

China’s economic rebound hasn’t been as strong as many anticipated.

Catherine Yeung + 7 others | 20 June 2023

Article 3 min read

Proxy plays on China’s consumer rebound are all the rage in Paris

Luxury companies have been among the biggest beneficiaries of China’s bounce and are delivering investors exposure without putting money in Chinese companies.

Taosha Wang + 3 others | 28 April 2023

Blog 4 min read

What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors

What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors

Dale Nicholls + 2 others | 26 April 2022

Article 2 min read

China cuts rates despite solid GDP report

As China's cycle increasingly diverges from the West, the latest set of policy easing measures speaks to economic headwinds but also signals more stimulus.

Claire Xiao + 4 others | 17 January 2022

Podcast 43 min listen

The Investor's Guide to China podcast: Demographics

China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.

Paras Anand + 10 others | 23 November 2021

Blog 4 min read

Macau rebound a test case for China’s outbound travel

The ‘Las Vegas of the East’ is betting its long-standing travel bubble with mainland China can endure.

Alex Zhang + 2 others | 5 July 2021

Blog 3 min read

What’s ahead for China’s markets in the Year of the Ox

Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on recovery and monetary policy.

Victoria Mio + 3 others | 7 February 2021

Podcast 30 min listen

The Investor's Guide to China podcast: Consumers

"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.

Paras Anand + 7 others | 11 August 2020

Article 4 min read

With nowhere to go, Chinese tourists spend closer to home

Most travel destinations remain off-limits, and as Chinese people’s savings have increased, so has their pent-up demand and desire to treat themselves.

Hyomi Jie + 2 others | 28 July 2020

Blog 1 min read

Chart Room: Chinese consumers’ growing preference for local brands

The Covid-19 experience is spurring changes in behavior among Chinese consumers. Among these is a growing preference for domestic brands over foreign ones.

Hyomi Jie + 2 others | 9 July 2020

Article 4 min read

China’s tourists step out again

Over 100 million travellers in China hit the road over the five-day May Day holiday, the first big test for tourism since lockdowns started being lifted.

Tina Tian + 5 others | 7 May 2020

Video 5 min watch

Grocery retail is the next frontier for e-commerce in China

Chinese internet companies like Tencent, Alibaba and JD.com have been acquiring and teaming up with bricks-and-mortar stores.

Hyomi Jie + 1 other | 16 September 2019

Video 5 min watch

From Made in China to Designed in China: The luxury brands moving up the value chain

If you haven't heard of these luxury Chinese brands, you will soon. Portfolio Manager Hyomi Jie investigates the premiumisation of fashion labels like JNBY.

Hyomi Jie + 1 other | 16 September 2019

Blog 3 min read

US hikes tariffs on Chinese goods: Views from the Asia investment desk

US hikes tariffs on Chinese goods: Views from the Asia investment desk

Paras Anand + 4 others | 10 May 2019

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