10/03/2026
Feeling great to host the 148th Western Day Celebration in Hong Kong 🎉, where Western Alumni and Ivey Alumni Network Hong Kong Chapter from the 1980s to the 2020s came together for a wonderful evening of connection and ideas 🤝.
Huge thanks to our panel speakers for an engaging and insightful discussion on “Investing in a World of Shocks: Macro‑Economic Trends, Market Disruptions, and Global Opportunities for 2026 and Beyond.”
- Ben Zhou (Warburg Pincus LLC, Ivey 2003)
- Po-Yang Hsu (EQT Group, Ivey 2012)
- Doug Coulter (LGT Capital Partners, Western 1992)
- Kenyon Tse (UBS, Ivey 2004)
Some key takeaways from the night:
1) remains the only free lunch 🍽️: the simplest and most dependable strategy for navigating geopolitical uncertainty and market volatility.
2) “Gold rush” & shovel lesson still applies ⛏️: the biggest winners often supply the essential tools. Today, that means physical infrastructure like transformers and grid equipment powering global energy and growth.
3) US grid needs major upgrades ⚡: aging transmission and distribution networks are becoming bottlenecks.
4) China is scaling energy supply rapidly 🔌: massive capacity additions and long‑distance transmission projects supporting , , and advanced manufacturing.
5) AI is still early‑stage 🤖: consolidation ahead, with potential for another moment” as open‑source and closed‑loop models evolve.
6) Hong Kong’s market is firming up 🏙️: incoming students and global talent continue to lift rentals and sentiment.
7) Foreign capital returning 💼: listed developers like Sun Hung Kai, Henderson, and China Resources have seen improving investor interest.
Last but not least, much appreciation to the ExCo & supporting team!
Happy !
Western University Ivey Business School Western International
