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

Portfolio perspectives

Picks, shovels and deep value: A re-examination of emerging market equities

By Zhikai Chen, Head of Asia and Global Emerging Markets Equities Traditionally, investors have viewed the investment case for emerging…

By Zhikai Chen

03/09/26

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

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

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

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

Brazil Farol da Barra in Salvador Bahia

Portfolio perspectives

China, Asia, global emerging market equities: Light at the end of the tunnel?

After a tough start to the year, more fiscal stimulus and a looser monetary policy have brightened China’s prospects. Though…

By Zhikai Chen & other authors

18/10/22