David Choa

David Choa

Head of Greater China Equities, Lead Portfolio Manager

Bio

David is the Head of Greater China Equities and Lead Portfolio Manager for the Greater China Equity capability. After joining BNPP AM since 2012, he has been serving the Greater China equity strategy for the entire time and rapidly became deputy fund manager in July 2015. In July 2020, he stepped up as Lead Portfolio Manager and Head of Greater China equities.

David has been a key architect of the team’s philosophy, proprietary “Growth Framework” portfolio allocation, and its team-based approach since his arrival in 2012. In his deputy role, David has been involved in all aspects of co-managing the team, from alpha identification, risk management, trade execution to recruitment.

David has a generalist coverage in fundamental equity research, with specialist knowledge of the technology / media / telecom sectors. With a solid tech-savvy experience background, David has long-standing investment experience and has been working within the financial services industry since 2005.

Prior to joining BNPP AM in 2012, David worked at Fidelity Management & Research (Hong Kong), as an International Equity Analyst specialising in Asia Pacific Telecommunications. David also brings valuable experience and insight from his prior roles as a Senior Associate in Mergers and Acquisitions Advisory at Deloitte & Touche (Hong Kong), and as a Senior Consultant in Economic Consulting Group at Deloitte Financial Advisory Services (Boston, USA).

David holds a Master of Business Administration degree from the Wharton School of Business at the University of Pennsylvania (USA). He also holds Bachelor of Science degrees in Economics and Management Science at the Massachusetts Institute of Technology, in Cambridge (USA). David is a CFA® charterholder and a member of the Hong Kong Chartered Financial Analyst society.

Location Hong Kong

Joined 2012

Articles from David Choa

Article

Portfolio perspectives

Identifying potential equity winners in China’s Year of the Horse

China enters 2026 – the Year of the Horse – on a firm footing after a notable rebound in 2025.…

By David Choa

15/12/25
Article

Forward thinking

Corporate governance reforms take a leap forward in China

We see corporate governance in China entering a new era. China’s corporate governance reform, led by the State Council, stands…

By David Choa & other authors

22/10/25
Audio

Portfolio perspectives

Talking Heads – A more nuanced look at Chinese equities

While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to…

By David Choa & other authors

12/02/24
Article

Front of mind

Opportunities and ESG investing in Chinese equities

David Choa, head of Greater China Equities, talks about investment opportunities and the application of environmental, social and governmental (ESG)…

By David Choa

20/09/22
Audio

Portfolio perspectives

Talking heads – Building back stability in Chinese equities

Chinese equities look well set to confront the challenges that Omicron, stricter regulation and moderating growth will bring. Revised earnings…

By David Choa & other authors

14/02/22
Article
Peru angle view Miraflores town cliff

Portfolio perspectives

EM/Asia/China equities 2022 outlook: Building back stability

China’s economy has entered a policy-induced downturn, while across other emerging markets, lingering Covid uncertainties, tighter domestic and global monetary…

By Zhikai Chen & other authors

28/01/22
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