Zhikai Chen

Zhikai Chen

Head of Asia and Global Emerging Markets Equities – Hong-Kong

Bio

Zhikai Chen is Head of Asia & Global Emerging Markets Equities at BNP Paribas Asset Management.

Zhikai Chen has over 26 years of experience in the financial industry, bringing a wealth of experience from the Monetary Authority of Singapore to Putnam Investments with a focus on Emerging and Asia Ex Japan, and since 2012 Head of Asia Ex Japan Equities for Lombard Odier. He graduated from the University of Michigan in the USA (Bachelor of Business Administration) and the National University of Singapore (Master of Social Science, Applied Economics). Zhikai is a CFA® charterholder and a member of the New York Chartered Financial Analyst society.

Joined 2020

Articles from Zhikai Chen

Audio

Portfolio perspectives

Tailwinds for emerging markets include the weak dollar and AI spending

Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand…

By Zhikai Chen & other authors

05/11/25
Audio

Front of mind

Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…

By Zhikai Chen & other authors

04/04/25
Audio

Portfolio perspectives

Talking Heads – Global emerging markets: adjusting to slower Chinese growth

Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre…

By Zhikai Chen & other authors

13/11/23
Audio

Portfolio perspectives

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer

Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for…

By Zhikai Chen & other authors

06/02/23
Article
China bridge in ancient town in Fenghuang

Portfolio perspectives

Outlook highlights: China seeks stable growth; other EMs face bumps

In our new paper EM, Asia, China 2022 market outlook: Building back stability,  Zhikai Chen, head of Asia/Global Emerging Market…

By David Choa & other authors

27/01/22

Front of mind

Market weekly – Emerging markets head into 2022 in better shape (read or listen)

Stronger economic fundamentals and vaccination progress mean the 2022 outlook for Asian equities, and more broadly global emerging market equities,…

By Zhikai Chen

13/12/21
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