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EssentialThe Kiril Sokoloff Interviews

Will China's Largest Export Become Data?

Featuring Charles Li and Kiril Sokoloff

Mar 05, 2021 • 56 minutes

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Essential

The Kiril Sokoloff Interviews

Will China's Largest Export Become Data?

Everyone agrees that data is the oil of the 21st century. But how to invest? Charles Li explains the investment opportunities in this sector.

Featuring Charles Li and Kiril Sokoloff

Mar 05, 2021 • 56 minutes

Everyone agrees that data is the oil of the 21st century. But how to invest? Charles Li, recently retired chief executive of the Hong Kong Exchanges and Clearing (HKEX) and the creator of the brilliant but very complex Hong Kong - Shanghai Stock Connect, and later the Hong Kong Shenzhen Stock Connect, explains the investment opportunities in this sector. Due to its population and less stringent views on privacy, China could well become the world's largest exporter of data—health data and financial data among others. Li also discusses why Hong Kong is crucial to China and why it will continue to prosper. Li also explains the magnitude and speed of the digitalization of the Chinese economy and the investment implications. Finally, he talks about his latest, incredibly innovative project in China—to provide financing for small and medium-sized enterprises, which have been starved of capital for years. His vehicle is what he calls revenue participation swaps, where the lender participates directly in the revenues of the business. Li was born in China, went to journalism school at the University of Alabama, and obtained a doctorate at Columbia Law School, later becoming a Trustee of Columbia University. Before HKEX, Li worked at Davis Polk & Wardwell and Brown & Wood, and he was Chairman of JP Morgan China. Filmed on February 20, 2021. Show More

A lifelong learner, Kiril Sokoloff is devoted to the pursuit of truth in investing and living. The Kiril Sokoloff Interviews draw on his deep knowledge of financial markets, physical health, and overall well-being to generate insights others simply aren't equipped to surface. Each episode is a new opportunity. Sit in on conversations between Kiril and a fellow deep-thinker, as they discuss a wide array of financial market topics and share wisdom applicable to everyday life.

More Episodes

A lifelong learner, Kiril Sokoloff is devoted to the pursuit of truth in investing and living. The Kiril Sokoloff Interviews draw on his deep knowledge of financial markets, physical health, and overall well-being to generate insights others simply aren't equipped to surface. Each episode is a new opportunity. Sit in on conversations between Kiril and a fellow deep-thinker, as they discuss a wide array of financial market topics and share wisdom applicable to everyday life.

More Episodes

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