Innovation isn’t confined to Silicon Valley. China has built a thriving technology ecosystem that rivals the scale and sophistication of North America’s giants— spanning cloud computing, digital payments, semiconductors, and artificial intelligence.
This session invites you to look past the noise and reassess what’s really driving China’s technology story. We’ll discuss how recent policy direction and regulatory developments are reframing risk – and opening fresh avenues for long term growth.
Build smarter, more globally diversified portfolios with key insights from our experts:
- Discover how China’s economy is evolving
Explore how policy stabilization, targeted stimulus, and a shift toward high-value industries are redefining China’s growth path. Learn how these reforms along with compelling valuations are opening new opportunities for investors looking beyond short-term sentiment.
- Examine China’s expanding role in global technology
See how Chinese innovators are shaping the future of AI, semiconductors, digital payments, and cloud computing. Understand how these companies are driving productivity, connectivity, and modernization at a scale unmatched anywhere else.
- Build a more balanced global technology mix
Identify how adding exposure to Chinese tech introduces new business models, valuation dynamics, and growth cycles—enhancing portfolio diversification and resilience beyond U.S. mega-cap concentration.
- Understand how risk, regulation, and governance are changing
Gain perspective on the post-2021 landscape—where greater regulatory clarity, improved transparency, and stronger oversight have set the stage for a more mature, stable market environment.
- Move from insights to portfolio strategy
Learn practical ways to size exposure, integrate it within diversified portfolios, and capture long-term opportunity from China’s next generation of innovation leaders.
Date: Nov 12th, 2025
Time: 2:00 PM – 2:45 PM EST
About the Speakers
Alex Smahtin, CFA®,
Portfolio Manager and Senior Analyst, Investment Management – Global X Investments Canada Inc
Alex Smahtin is a Portfolio Manager and Senior Analyst on the Investment Management team for Global X Canada, joining the firm in 2023. Alex’s area of expertise is focusing on option-based products, capital markets relationships and strategic initiatives. Before joining Global X Canada, Alex served as an Associate of ETF Business Strategy at BMO Global Asset Management. He started his career by holding various roles in operations at Greystone Managed Investments (now TD Asset Management). Alex holds a Bachelor of Commerce Finance and Economics Specialist degree from the University of Toronto and holds the Chartered Financial Analyst (CFA®) designation.
Malcolm Dorson,
Senior Portfolio Manager and Head of the Active Management Team – Global X ETFs
Malcolm Dorson is a Senior Portfolio Manager for Emerging Market Equities and Head of the Active Management Team at Global X Management Company. Malcolm has been managing global, regional, and country specific EM strategies within Mirae Asset Global Investments (Global X parent company) since 2015. Prior to joining Mirae, Malcolm was the lead Latin America investment analyst at Ashmore Group from 2013 to 2015. From 2009 to 2011, Malcolm was an assistant vice president within Citigroup’s Private Bank focusing on asset allocation. Malcolm began his career in 2006 as an analyst on the convertible securities team at Deutsche Bank. Malcolm holds an M.B.A. from the Wharton School (concentration in Finance), an M.A. in International Studies (concentration in Latin America) from the Lauder Institute, and a Bachelor of Arts degree from the University of Pennsylvania. Malcolm is a US and Brazilian citizen and spent his childhood in Sao Paulo, Brazil.
