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China of Tomorrow
China of Tomorrow by WisdomTree Asset Management
85 episodes
2 days ago
Welcome to the China of Tomorrow podcast, hosted by WisdomTree's Director of Modern Alpha, Liqian Ren. Tune-in now to discover our on-the-ground insights and high level analysis on emerging markets from China to India and Beyond. Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Liqian Ren is a registered rep of Foreside Fund Services, LLC.
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All content for China of Tomorrow is the property of China of Tomorrow by WisdomTree Asset Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the China of Tomorrow podcast, hosted by WisdomTree's Director of Modern Alpha, Liqian Ren. Tune-in now to discover our on-the-ground insights and high level analysis on emerging markets from China to India and Beyond. Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Liqian Ren is a registered rep of Foreside Fund Services, LLC.
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Business
Episodes (20/85)
China of Tomorrow
Feng Shui and Law: Uncovering Historical Connections

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

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2 days ago
43 minutes 56 seconds

China of Tomorrow
China and the New Trade Reality

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.

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2 weeks ago
9 minutes 25 seconds

China of Tomorrow
Power, Policy, and the Private Sector

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.

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1 month ago
40 minutes 52 seconds

China of Tomorrow
The System That Shapes China

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 


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1 month ago
40 minutes 25 seconds

China of Tomorrow
What's Driving China’s Equity Rebound?

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.

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1 month ago
14 minutes 10 seconds

China of Tomorrow
U.S.-China Relations: Chips, Tariffs and Tensions

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 

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3 months ago
16 minutes 33 seconds

China of Tomorrow
Rethinking Risk in Chinese Equities

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

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3 months ago
15 minutes 30 seconds

China of Tomorrow
China Beyond the Headlines

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.

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4 months ago
17 minutes 16 seconds

China of Tomorrow
China’s Economic and Global Shift

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.

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4 months ago
15 minutes 59 seconds

China of Tomorrow
Rare Earths, Trade Routes, and the Real Stakes in U.S.-China Talks

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

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4 months ago
18 minutes 14 seconds

China of Tomorrow
Local Growth, Global Headwinds

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.

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5 months ago
11 minutes 50 seconds

China of Tomorrow
U.S.-China Agree to Cut Tariffs: Here’s What Comes Next

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.

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5 months ago
14 minutes 32 seconds

China of Tomorrow
Global Trade Outlook: What’s Shifting in 2025?

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.

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6 months ago
15 minutes 1 second

China of Tomorrow
Tariffs and Trade Wars: Will the U.S. and China Strike a Deal?

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.

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6 months ago
16 minutes 7 seconds

China of Tomorrow
U.S.-China Relations: Tariffs, Tech and Taiwan

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.

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7 months ago
12 minutes 56 seconds

China of Tomorrow
Market Overview: U.S. and China Retail Sales

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.

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7 months ago
13 minutes 16 seconds

China of Tomorrow
Understanding U.S. Tariffs on China

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.

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8 months ago
11 minutes 55 seconds

China of Tomorrow
U.S.-China Relations: What You Need to Know

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.

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8 months ago
13 minutes 40 seconds

China of Tomorrow
DeepSeek and Its Impact on Chinese Tech

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.  

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9 months ago
13 minutes 26 seconds

China of Tomorrow
U.S-China Trade Relations & Tariff Implications Part II

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.

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9 months ago
12 minutes 41 seconds

China of Tomorrow
Welcome to the China of Tomorrow podcast, hosted by WisdomTree's Director of Modern Alpha, Liqian Ren. Tune-in now to discover our on-the-ground insights and high level analysis on emerging markets from China to India and Beyond. Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Liqian Ren is a registered rep of Foreside Fund Services, LLC.