US-China AI competition is evolving from a technological rivalry into a reshaping of investment landscapes across the Asia-Pacific. While Japan and South Korea have diverged significantly, the traditional safe-haven logic of gold is changing. Traditional investment strategies are no longer sufficient to navigate this new normal.

Join this exclusive session featuring Ms. Barbara Lee, Senior Vice President at CSOP Asset Management, who will cover four key areas:

• Japan & South Korea Markets: A review of year-to-date performance, the implications of yen depreciation, and the opportunities and risks within the semiconductor sector.
• The US-China AI Race: How chip export controls and domestic substitution are reshaping investment strategies in Asia-Pacific tech stocks.
• Gold Outlook: Reassessing gold’s safe-haven role amid interest rate and U.S. dollar dynamics, alongside the continued trend of central bank gold purchases.
• Covered Call ETFs: How investors can use covered call strategies to boost yields and reduce volatility in range-bound markets.

Register Now! Navigate volatility with expert-led insights.

Miss. Barbara Lee

李溢琳小姐

CSOP Vice president,
ETF strategist

Barbara is an ETF strategist providing ETF investment solutions to intermediary clients including brokers, private banks and family offices in Hong Kong. Barbara is also part of a team responsible for developing sales strategy and strategic partnership with intermediaries in Hong Kong. Prior to joining CSOP, she worked at UBS Asset Management and Morgan Stanley private bank on multiple roles.