Hua Cheng

Hua Cheng, Portfolio Manager at Mirova US, dives into the tumultuous market conditions of Q2 2025, revealing the surprising resilience of the S&P 500 amidst global challenges. He discusses the standout performance of various sectors, especially healthcare and tech, and highlights strategic adjustments in their portfolio. The conversation also uncovers exciting investment opportunities linked to AI-driven power demand, with companies like NVIDIA in the spotlight. Hua emphasizes a balanced portfolio strategy that leverages growth while addressing market volatility.

Hua Cheng, Director of Asia Credit Research at AllianceBernstein, discusses China's economic resilience amid U.S. tariffs, highlighting a growth rate of 5.4% driven by domestic demand. Shana Sissel, President and CEO of Banrion Capital Management, provides insight into market reactions to potential Trump administration policies and their implications for inflation. The conversation covers investment strategies in a shifting economic landscape, emphasizing the need for diversification and adaptation in response to rising interest rates and evolving market conditions.