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Wendy Chen

Wendy Chen - Analista de Inversiones Senior


Wendy Chen, Analista de Inversiones Senior, es responsable por el sector global de internet en el equipo de Crecimiento Disruptivo y Tecnología de GAM Investments.

Wendy Chen se incorporó a GAM en agosto de 2021 procedente de Welight Capital, family office de uno de los socios fundadores de Tencent, donde era Analista de Inversiones. Wendy Chen es una entusiasta de la tecnología y aporta una sólida experiencia de sus cinco años como asociada en Goldman Sachs, donde se centró en la investigación de acciones de entretenimiento en línea de China. Wendy Chen es licenciada en Economía y Derecho por la Universidad de Pekín y tiene un máster en Finanzas Internacionales y Relaciones Internacionales por la Universidad John Hopkins. Trabaja en Hong Kong.

Wendy Chen

Mis reflexiones

Opiniones de inversión
The Disruptive Strategist: El efecto Temu
7 de noviembre de 2023

El mercado asiático de comercio electrónico a bajo precio Temu se expande por todo el mundo y se ha convertido en la aplicación más descargada en Estados Unidos. Wendy Chen, de Gam Investments, explica cómo está alcanzando el éxito.

Opiniones de inversión
The Disruptive Strategist: The disruptive forces reshaping China's electric vehicle landscape
10 August 2023

China is leading the way in both electric vehicle (EV) manufacturing and consumption, with China’s domestic market accounting for 62% of global EV sales in 2022. GAM Investments’ Wendy Chen highlights how China is reshaping the EV landscape in terms of user experience, extended battery life and affordability.

Pensamiento activo
Active Thinking
20 July 2023

Wendy Chen reflects on economic and market events during the first half of 2023, notably the impact of strained US-China relations. Wendy also explains how a hoped-for ‘revenge spending’ boost has not yet materialised - adding to China’s growth conundrum - and shares how she is aiming to capitalise on growth in China’s electric vehicle market.

Pensamiento activo
Active Thinking
01 March 2023

At GAM Investments’ latest Active Thinking forum, David Dowsett and Rahul Mathur discuss recent choppy market behaviour, the future path for rates, as well as the markets that could provide tactical opportunities. Wendy Chen explores the key factors shaping investor sentiment towards China and outlines four sectors she is watching closely.

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