Blog

Financial markets are essential for economic growth and to provide investments for people’s futures. Well-functioning markets rely on confidence in how these markets are managed and education of the public is essential in this eco-system. SEIML strongly supports educating the public in finance and how to invest wisely.

Revisiting 'the bezzle'​

Jun 10, 2022
We have gone through over a dozen years of very high economic growth and massive market appreciation; some would argue, largely debt-fueled. But with several big ‘shocks to the system’, zero-COVID policies, Russian invasion of Ukraine, Brexit and, now, Fed tightening, could it be that we are entering a sustained period of recession? Time to revisit ‘the bezzle’.

Covid-19: don't shake hands

Feb 22, 2020
On the 20th February I participated in a Webinar on COVID-19 as shown in the title slide above. Thanks to the host Felix Moesener, Science Consul, Swissnex and the two guest speakers, Dr Christian Althaus (University of Bern) and Dr Pietro Vernazza (Cantonal Hospital St. Gallen). It was very informative.

SEIML: Industry 4.0, Germany and China

Dec 4, 2019
Working with SMEs in many industries, healthcare, ‘smart manufacturing’, automotive, I am seeing how technology is dramatically changing those industries. Participating in a recent conference in Frankfurt, Germany gave me real insights into Industry 4.0 there and the potential for its application here in China.

Article 15: Understanding the Yield Curve

Oct 10, 2019
This is our fifteenth Article and the third of five of a ‘mini-series’ on bond markets. In China, individual…

Article 14: Valuing Bond and Money Market Instruments

Aug 12, 2019
This is our fourteenth Article and the second of five of a ‘mini-series’ on bond markets. In China, individual…

Article 13: Investing in Debt Markets and Instruments

Aug 1, 2019
This is our thirteenth Article and the first of five of a ‘mini-series’ on bond markets. In China, individual…

Article 12: Real estate – a good or bad investment?

Jul 5, 2019
This is our twelfth Article and looks at real estate as an investment, from the perspective of an individual…

Article 11: Valuing a company using the DCF model

Jun 18, 2019
This is our eleventh Article and looks at how to value a company using the discounted cash flow (DCF)…

Article 10: How to Analyse a Company’s Balance Sheet

May 20, 2019
This is our tenth Article and looks at how to analyse the Balance Sheet of a company. This is…

Article 9: How to Analyze a Company’s Cashflow Statement

May 18, 2019
This is our ninth Article and looks at how to analyze the Cashflow Statement of a company. This is…

Benny Cao, CFA

Manager, Investment Management

benny.cao@seiml.com

Benny has worked in the financial markets of China with an emphasis on fixed income, currency and asset-liability management.  He is currently Vice President of Longly Capital, a medium-sized, Ningbo-based private fund management company. The firm’s strategies include various types of fixed income portfolio management and convertible bond portfolio management. In addition, Benny offers financial investment services to professional investors such as Fund of Funds (FoF) of securities companies, enterprise investors and high net worth (HNW) individuals.

Benny has also been active on the commercial side of the securities business managing client business development strategies, marketing programmes and roadshows and developing and delivering financial markets training programmes for small and medium-sized banks and other financial institutions.

Benny is fluent in Mandarin, English and Japanese.

Jina Zhu, CFA Institute, Investment Foundations

Manager, Corporate Relations

jina.zhu@seiml.com

Since returning from graduate studies in France to China in spring of 2014, Jina has been continually working in the field of e-commerce and its applications to the financial, entertainment and automotive industries. She is a multi-functional talent and fluent in Mandarin, English and French.

Jina is SEIML’s key relationship manager between foreign clients and the Chinese administrative authorities and has held many responsibilities dealing with international companies and executives operating in China.  As a result, she manages all of the company’s Business Process Outsourcing (BPO) activities with clients

With her graduate degree in economics and completion of the Investment Foundations certificate from CFA Institute, she has the knowledge to assist foreign companies in China market research, including reviews of potential customers, suppliers or other third parties.  She is also quite savvy in the use of Chinese social media.

Jina is fluent in Mandarin, English and French.

John D. Evans, CFA

Founder & Director

john.evans@seiml.com

John spent the first 24 years of his career in investment banking, first in Toronto, briefly in New York and then London.  He was involved in DCM, ECM and strategic investment advisory to large funds in EMEA.

In 2004 he moved into academia and designed and ran MSc programs in investment management at universities in the UK and China. He also created and managed one of the larger financial professional training organizations in Europe while at the UK university (that was a JV partner in the training firm).

In 2016, John returned to industry to work with start-ups and various platforms and eco systems to support these early and middle stage companies. Initially he pursued this venture in the Shanghai region but then moved to Hong Kong in 2024 to build SEIML’s footprint in Southeast Asia. John is also a Director of the Hong Kong Founder Institute (FI) eco system and Program Director for the FI ASEAN Fintech accelerator.