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Helen Zhu

Managing Partner and Chief Investment Officer at NF Trinity. Provides insights on the impact of tariffs on China and discusses investment strategies in Asia.

Top 5 podcasts with Helen Zhu

Ranked by the Snipd community
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15 snips
May 21, 2025 • 19min

APAC Markets Open Higher as Geopolitical Risks Loom

Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity, shares her insights on the significant impact of U.S.-China tariffs and strategic shifts in Asian investments. Brian Vendig, Chief Investment Officer at MJP Wealth Advisors, discusses rising economic risks and the implications of geopolitical tensions on market pressures. Both guests delve into the recent climb of APAC markets amid concerns over potential conflicts, emphasizing the need for diversified portfolios to navigate volatility and capitalize on international growth opportunities.
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15 snips
Nov 26, 2024 • 27min

Trump Vows New China Tariffs, Wall Street's 'Bessent' Effect

In this insightful discussion, Helen Zhu, Chief Investment Officer at NF Trinity, delves into the potential effects of new tariffs on Chinese goods, while Ross Mayfield, Investment Strategist at Baird, analyzes Wall Street's response to the nomination of Scott Besant. Tom Bruce, Macro Investment Strategist at Tanglewood, shares his expertise on the bond market's volatility and the Fed's potential moves. Together, they unpack the complex U.S.-China trade dynamics and the broader economic outlook, offering a nuanced view of current market trends.
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7 snips
Apr 7, 2025 • 22min

Markets Fall as Global Tariff Turmoil Enters Second Week

Join Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management, and Helen Zhu, Chief Investment Officer at NF Trinity, as they unravel the chaos in financial markets spurred by U.S. tariffs and China’s swift retaliation. They discuss the implications of rising inflation, the Federal Reserve’s cautious stance, and how tech and healthcare sectors might offer refuge for investors. Amid geopolitical tensions, they analyze the vulnerabilities faced by major companies like Apple and Tesla, providing insights on navigating today's turbulent investment landscape.
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Sep 19, 2024 • 26min

Federal Reserve Opts for Outsized Rate Cut

This episode features Vincent Cignarella, a macro strategist at Bloomberg, Helen Zhu, Managing Director at NF Trinity, and Naomi Fink, Chief Global Strategist at Nikko Asset Management. They dive into the Federal Reserve's unexpected 50 basis points rate cut and its cautious approach to economic stability. Discussions cover mixed market reactions, currency volatility, and the impact on Asian investors. They also explore the ripple effects on housing markets in China and Hong Kong, and the broader implications for global economic dynamics.
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Feb 14, 2025 • 20min

US Tariff Delay Boosts Global Market Sentiment

Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity, and David Chow, Global Market Strategist at Invesco, dive into the recent U.S. tariff delays and their positive impact on global market sentiment. They discuss potential shifts in U.S. tariff strategies, the broader implications for global trade with China, and the rise of AI in China amid geopolitical tension. Additionally, they highlight strategic shifts in Chinese supply chains and investment opportunities emerging in India’s resilient stock market.

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