Eric Wong
Chief Investment Officer and founder of Stillpoint Investments with two decades of experience investing in China; focused on themes like AI infrastructure, precision manufacturing and renewable energy.
Best podcasts with Eric Wong
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22 snips
Nov 3, 2025 • 45min
Labubu, AI infrastructure & renewable energy: Why China is full of opportunity - Eric Wong | Stillpoint Investments
Eric Wong, Chief Investment Officer and founder of Stillpoint Investments, shares his insights on China's investment landscape. With two decades of experience, he believes China is emerging as a leader in AI, electric vehicles, and renewable energy. He discusses shifting policies and the coexistence of growth opportunities and economic challenges. Wong highlights the importance of selective investing in AI data centers despite chip restrictions and the potential of PopMart's Labubu as a lasting cultural influence. He advises a focused approach for long-term gains in this complex market.
Oct 20, 2026 • 41min
Robots and ruins: Inside China’s splitting economy
Eric Wong, an investment professional with over 20 years in China’s capital markets, explores China’s K-shaped economy. They examine struggling property and retail alongside booming AI, advanced manufacturing and robotics. The conversation covers overlooked stock opportunities, tariff-driven manufacturing shifts to Mexico, China’s cost-focused AI race and whether its robotics lead can endure.
