🎙 Guest: Daniel Jim, Managing Director, Chartwell Capital
🎙 Host: Alvin Fan, CEO, OPIM

📉 The market’s still skeptical. 📈 But capital is moving.

As allocators consider their stance on China, Hong Kong’s elites are already betting on the future. In this episode, Daniel Jim breaks down what’s shifting beneath the surface.

Key themes:

🧠 Why the “China is uninvestable” thesis is wearing thin

🧠 How Hong Kong can anchor a China-wide financial identity

🧠 What a real ETF for China could look like

🧠 Why private capital needs to lead, not follow

This isn’t macro talk from a podium. It’s what real allocators are debating behind closed doors—and what family offices are doing while the world waits.

00:00 – Chartwell’s Macro View: Why They’re Getting Cautious 01:00 – Is China Still Investable? Changing Global Sentiment 02:50 – 3–4% Growth Isn’t Bad: The Case for Maturity 03:50 – Hong Kong’s Identity Crisis in Global Markets 05:00 – Can Hong Kong Become the S&P 500 of China? 06:00 – HSI vs. CSI vs. Nothing at All 07:00 – Why Hong Kong’s Role Is Still Critical 08:00 – ETFs, Indexes, and Infrastructure: The Missing Piece 09:15 – What Private Sector Should Be Doing (But Isn’t) 10:10 – Inside the Lobbying Strategy: Bringing Companies Back 10:50 – Without a Strong Index, We're Just a Vacation Spot 11:20 – Why China Isn't About Growth Anymore 12:45 – The Rise of Biotech and Pharmaceuticals in Asia 13:45 – AI, Drones & Defense: China’s High-Tech Leap 15:00 – What the West Is Finally Starting to Realize 📅 Recorded on 12 Jun, 2025

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