Webinar

Invest in Asia: China X Bloomberg Intelligence | the Global AI Race: Entering a New Paradigm

June 17, 2025
4:00 am EDT|
1:00 am PDT|
4:00 pm HKT|
9:00 am BST
Duration: 60 Minutes
The global AI accelerator market is projected to grow by 36% CAGR to $407 billion by 2027. This surge is fueled by rising capex from cloud service providers and enterprises aiming to create and sustain AI leadership. Amidst this growth, the industry is experiencing a transformative shift, driven by loosening AI regulations, a change in focus from training AI models to inference tasks and the emergence of Chinese AI accelerators. On the macro front, Beijing is implementing a a dual strategy including expansive fiscal measures alongside supply-side reforms. Combined with efforts to stabilize the housing market and stimulate consumption, China's robust domestic market is positioned to absorb global shocks. In addition, there are a number of structural drivers including China's "engineer dividend" that should set the stage for China's economy to sustain resilient growth above the norm in the foreseeable future. Tune in to the first episode of our new webinar series, as speakers from GF Securities, Hong Kong Exchanges & Clearing Ltd and Bloomberg Intelligence discuss AI, China macro and the implications for Hong Kong's financial markets and potential listings. Register to secure your place now.

Speakers

Jeff Pu

Head of Overseas Tech and Communication Research

GF Securities (Hong Kong) Corporation Limited

Jeff Pu joined GF Securities (Hong Kong) Corporation Limited as the Head of Overseas Technology and Communication Research in January 2025. Jeff and his team cover HK/US/Taiwan listed companies and work closely with GF Research headquarter in Shanghai, pooling resources and forming a comprehensive global perspective. Jeff and his team’s research on AI, Semi, networking and Apple supply chain is well-received by global investors and widely reported by media. Before joining GF Securities, Jeff had work experience at Haitong International Securities, GF Securities, and Yuanta Securities, with 18 years in sell-side research and 2 years in the technology industry. He was honored as the Asiamoney No.1 in 2015-2018, Asiamoney No.2 in 2022-2023, II-China No.1 in 2019.

Julia Chen

Senior Economist

GF Securities (Hong Kong) Corporation Limited

Julia Chen is a Senior Economist with the research team at GF securities, where she writes research on a variety of topics related to the US and China economy and financial markets. Before joining GF Securities, Julia had work experience at Swiss Re Institute and Morgan Stanley, she has worked in financial industry for more than 7 years.

Nikki Falconar

Senior Vice President, Equity Product Development

Exchanges and Clearing Limited (HKEX)

Nikki is responsible for cash equity product development within the Markets division of HKEX, aiming to enhance liquidity and the competitiveness of the Hong Kong cash market. Nikki’s recent areas of focus include reducing the cost of trading through reduction of minimum spreads and fee restructures. Before joining HKEX, Nikki accumulated over a decade of sell-side experience, most recently serving as the Head of Market Structure APAC at Deutsche Bank. Nikki holds a Bachelor of Commerce from the University of Auckland and was a professional athlete prior to embarking on her finance career.

Sharnie Wong

Senior Analyst, Diversified Financials

Bloomberg Intelligence

Sharnie Wong is a Senior Research Analyst for Bloomberg Intelligence specializing in the diversified financials sector including brokers, exchanges and asset managers across the Asia Pacific region. Prior to joining Bloomberg, she spent a decade as a sell-side equities research analyst with global investment banks including Barclays and RBS/ABN AMRO covering banks in Asia. She started her career with PricewaterhouseCoopers in Sydney and is a Chartered Accountant (CA). Sharnie holds a Bachelor of Commerce degree from the University of New South Wales.

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