China: More than Meets the Eye

In the first episode of The Great Access, Danchun Chen and Nicolas Michel sat down with Steven Luk., CEO of FountainCap Research & Investment.

Steven Luk has nearly 20 years of asset management experience, including 10 plus years investing and doing business in China. Before FountainCap, he spent 10 years at Goldman Sachs (IMD) across New York and Shanghai. With a global education and cross-market operating experience, he sits at the unique intersection of Western institutional discipline and on-the-ground China market insight.

In this episode, we dive into:

  • Bridging the visibility gap: the "China Depth + Global Breadth" framework
  • FountainCap’s founding philosophy and grassroots “Backpack” research approach
  • Redefining value investing for the Chinese market
  • Why tracking the index is a losing game and how a "Silent Bull Market" is emerging
  • The new consumption logic: emotional spending, travel, wellbeing — and the lower-tier city growth engine
  • China’s AI Playbook: identifying the "Enablers and Integrators" driving the next wave

Available on:

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