China of Tomorrow

Strong stock performance can sometimes tell a very different story from underlying economic conditions. On this week’s episode of China of Tomorrow, Liqian Ren examines China’s AI boom, diverging market sentiment between domestic and offshore investors, and the debate surrounding trade, currency policy, and Europe’s evolving relationship with China.

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China’s market narrative remains challenged, but the underlying story may be more complex than recent performance suggests. This week on China of Tomorrow, Liqian Ren examines new restrictions on offshore investing, China’s evolving approach to outbound capital, developments in AI competition with the U.S., and why China’s long-term technology position should not be overlooked.

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Diplomatic symbolism can sometimes reveal more than the official statements themselves. On this week’s episode of China of Tomorrow, Liqian Ren discusses President Trump’s upcoming visit to Beijing, the significance of the Temple of Heaven meeting with President Xi, and what recent negotiations suggest about the direction of U.S.-China relations.

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Policy intervention is becoming a defining factor in global technology deals involving China. On this week’s episode of China of Tomorrow, Liqian Ren discusses the halted AI acquisition, how geopolitical priorities are shaping approvals, and what it means for investors watching China’s tech sector.

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Not every headline carries equal weight when evaluating China’s outlook. On this week’s episode of China of Tomorrow, Liqian Ren breaks down recent housing data, cross-strait political moves, and global tensions through a policy-first perspective.

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Global tensions are shifting how investors think about China’s role in portfolios. On this week’s episode of China of Tomorrow, Liqian Ren explores how geopolitical developments, Taiwan dynamics, and domestic trends are shaping China’s evolving investment case.

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Short term news can dominate the conversation, but it does not always change the bigger economic framework. This week on China of Tomorrow, Liqian Ren discusses China’s economic resilience, the global implications of energy market volatility, and why technology competition with the U.S. remains the central theme for investors.

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Moments of global tension often test how investors evaluate exposure and expectations. On this week’s episode of China of Tomorrow, Liqian Ren examines how U.S. military action in Iran, regional energy implications, and shifting negotiation dynamics are influencing China equities, and why relative positioning remains central to portfolio decisions.

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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.

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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.

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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.

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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

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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 e...

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 sh...

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 ent...

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.

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