hong kong, 23 April 2026 /PRNewswire/ — Against the backdrop of continuous revaluation in global capital markets and accelerating technological change, China Industrial Securities International Financial Group Limited (“CISI”, stock code: 6058.HK) successfully held “Gathering in Hong Kong, Investing Wisely for the Future – CISI 2026 Overseas Wealth Management Summit” in Hong Kong on April 20. Focusing on key topics including global capital markets, offshore multi-asset allocation, cross-border fixed income strategies, approaches to AI investing and quantitative methods, the summit brought together leading professionals from securities research, asset management and wealth management for in-depth exchanges with industry participants on-site. Taking advantage of Hong Kong’s role as an international financial center and an important bridge, the event injected new momentum into the development of the cross-border wealth management industry by exploring ways to address and overcome the challenges of foreign investment and cross-border wealth management in a new cycle.
A global perspective on new cross-border funding opportunities
At the opening session, Wang Bin, SMD, assistant to the group president of China Industrial Securities Co., Ltd. and head of the research institute, delivered the welcome speech; Robert Li Wai-wang, Member of the Legislative Council of the Hong Kong Special Administrative Region, Permanent Honorary President of the Hong Kong Securities Association and Vice President of the Chinese General Chamber of Commerce, delivered remarks as the guest of honor; and Lin Dan, Executive Director and Chief Executive Officer of CISI, spoke on behalf of the organizer. Three speakers shared insights on changes in global markets, Hong Kong’s role as an international financial center and bridge, and new trends and challenges facing the cross-border wealth management industry, setting the stage for the day’s forum.
Wang Bin said that 2026 presents both opportunities and challenges for global markets. The attractiveness of offshore renminbi assets is increasing, while Chinese and international asset allocation is entering an important window of opportunity. AI-driven industrial upgrading will accelerate in 2026, the starting year of the 15th Five-Year Plan, with Hong Kong’s strength as a financial center becoming increasingly prominent. He said CISI will continue to use Hong Kong as its base to provide one-stop cross-border financial solutions to customers.
Robert Lee said Hong Kong is preparing its first five-year plan and will be more closely aligned with national development strategies while strengthening its role as a renminbi business and wealth management centre. He said the Legislative Council has continued to promote market reform by reducing stamp duty and optimizing dual counter trading, thereby broadly enhancing market liquidity and competitiveness.
Lin Dan stressed that, amid profound adjustments in the global geopolitical landscape, Hong Kong’s role as the main bridge connecting mainland China and global capital markets has become even more important. As the country’s new quality productive forces continue to unlock investment opportunities in AI and new energy, CISI – following a strong performance in 2025 – will take advantage of opportunities in the Greater Bay Area and further strengthen its cross-border financial services.
From macro judgment to strategy execution: solutions to practical investment challenges
Following the opening remarks, the stage moved to the keynote session, where speakers shared views on market outlook, asset allocation, cross-border fixed income and quantitative technologies, translating macro decisions into practical investment strategies and addressing the core allocation needs of institutions and high-net-worth investors with precision.
Zhang Qiao, assistant to the dean of the Research Institute of Economics and Finance, general manager of the Strategy Research Center, and strategy chief analyst of the China Industrial Securities Research Institute of Economics and Finance, shared their views on the “Global Capital Market Outlook”. He said the impact of geopolitical shocks on the market was gradually diminishing, oil price volatility was likely to be short-lived, and the Federal Reserve was expected to maintain an accommodative monetary environment while supporting the recovery of global assets. He said inflation in the United States remains broadly manageable, earnings support for the AI sector is solid, and the current rally still has room to run. Meanwhile, Hong Kong shares remain undervalued and may see a correction in the second half of the year.
Wang Yi, vice president and chief investment officer of CSOP Asset Management, focused on “The Art of Offense and Defense in Overseas Multi-Asset Allocation in 2026.” He said the correlation structure between global asset classes is being reshaped, the traditional hedging logic between equities and bonds has become less effective, and US Treasuries are now better suited to range trading. AI industrial chain opportunities are concentrated in the storage and downstream semiconductor sectors, while Japan, South Korea and Taiwan area are demonstrating remarkable strength in advanced manufacturing. He said Japan’s reflation and wage-growth cycle is underpinning strong equity performance, while gold is adopting characteristics closer to a risk asset and therefore requires prudent positioning. He said global capital is gradually increasing allocation to Japan, South Korea and emerging markets.
Liu Dong, Executive Director and Fund Manager at Gaoteng Global Asset Management, shared practical insights in his presentation titled “Cross-Border Fixed Income Strategies in Volatile Markets: Low to Moderate Volatility Approaches in Practice.” He said current markets remain highly volatile, with medium to long-term US Treasury yields trending downwards, while the renminbi is expected to rise gradually and remain broadly stable overall. In terms of allocation, he highlighted three areas of optimism: AI infrastructure, inflation-resistant sectors and overseas expansion of new energy. He also said low-to-medium-volatility fixed-income products remain in short supply overseas, and said his team takes absolute returns as its main objective, strictly controls drawdowns, and builds low-volatility, flexible strategies for mainland investors through cross-border FX hedging and diversified asset allocation.
Wu Chao, President of Going Quant, then shared industry insights in his presentation, “The Art of the Microsecond-Level Game: From the Algorithmic Revolution to Chip-Level Acceleration.” He said AI and chip technologies are deeply reshaping the field of quantitative investing, not only by processing data and optimizing risk control in active management, but also by enabling automated factor mining in quantitative strategies and transforming traditional investment models. AI-powered high-frequency market-making strategies, he said, do not rely on directional market forecasts and offer the benefits of low volatility and limited downside. His team leverages FPGA and GPU computing power to execute trades at the microsecond level, he said, while generative AI and quantum computing are expected to continue to drive industry innovation.
Diverse perspectives come together to explore practical pathways into foreign investment
After the keynote speeches, the forum moved into its first roundtable discussion. Moderated by Zhang Linyu of CISI’s Wealth Management Department, the session brought together Zhang Xinyuan, researcher of the Index Department at E Fund International; Deng Zhida, senior portfolio manager of Sumitomo Mitsui Hong Kong; Feng Jingkun, director of international multi-strategy and private wealth at Zhong Ou Fund; and Guo Xiaolin, senior fund manager of equity investment at Value Partners Group. Four experts from leading public fund institutions joined in an in-depth discussion on some of the market’s most timely investment issues. The roundtable focused on four main topics: opportunities from AI-enabled industrial transformation, investment rationale in Asia-Pacific markets, application-driven transformation enabled by AI agents, and breakthroughs in computing power, energy consumption and technology. Panelists agreed that AI has moved from infrastructure creation to real-world application, leading to coordinated development across the entire value chain; Asia-Pacific markets offer compelling allocation advantages and are entering a period of long-term opportunity; And as competition in optimizing computing power and energy use will become critical to future industrial development, technological innovation and efficiency gains will continue to support high-quality development.
The second roundtable focused on foreign private funds and was moderated by Li Chen, head of the wealth management department at CISI. Participating in the discussion were Wang Zimei, executive director of Going Quant; Yan Qi, founder and chief investment officer of Dapu Asset; Yang Ping, founder and chairman of Good Choice Fund; Bai Bo, Chief Research Officer of Ningjun Asset; and Cheng Lingke, portfolio manager of Hofung Capital. Based on their practical experience, the speakers highlighted the logic and development trends of mainstream foreign quantitative strategies, analyzed multi-asset allocation approaches under inflation cycles, shared practical methods for discretionary investing amid market volatility, and discussed the in-depth application of AI technologies in investment research as well as the diversification value of allocation in both Chinese and US markets. He emphasized that portfolio stability can be enhanced through diversified strategies and cross-market allocation, providing audiences with practical, forward-looking investment insights.
Established in an international hub, beginning a new journey in wealth management
As global capital markets undergo structural adjustment and demand for cross-border wealth management increases, the industry has moved from a single-product sales model to a more comprehensive competitive landscape that emphasizes research support, allocation capabilities, and depth of service. Rooted in Hong Kong’s role as an international financial center, CISI, as the overseas main platform for industrial securities, continues to pursue the coordinated upgrading of its research, trading, product and service capabilities. The company is committed to providing institutions and high net worth clients with more comprehensive and professional integrated solutions for cross-border asset allocation and wealth management, in line with today’s demand among high net worth investors to “seek onshore stability and pursue offshore development.”
The summit not only showcased the industry’s latest judgment on macro outlook and investment methodologies for 2026, but also highlighted CISI’s core position as a bridge between Mainland China and international markets with the ability to accurately respond to clients’ diverse cross-border allocation needs. Going forward, CISI will continue to leverage Hong Kong’s unique strengths as an international financial centre, deepen cooperation with industry partners, take advantage of new opportunities arising from changes in global markets and support the high-quality development of the cross-border wealth management industry.