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Jian Shi Cortesi

Jian Shi Cortesi - Investment Director


Jian Shi Cortesi, Investment Director, is a member of the Global Growth Equity team and manages China and Asian equity funds.

Prior to joining GAM Investments in May 2010, she worked in research and portfolio management of Asian equities for a regional wealth management firm in the United States. She started her career as an assistant editor at Dow Jones in Beijing. Jian Shi holds a bachelor's degree in International Business from Beijing Foreign Studies University in China and an MBA from the University of Tennessee in the United States. She is a CFA charterholder and a Certified FRM (Financial Risk Manager) holder. She is based in Lugano. 

Jian Shi Cortesi

My Insights

Investment Opinions

7 min read

Crouching tiger, leaping rabbit – the reawakening of the Chinese consumer in 2023
01 February 2023

China’s long-awaited reopening following the Covid pandemic, presently underway, is both similar to and different from earlier ones in the US and Europe, as well as China’s own initial reopening in 2020. Jian Shi Cortesi and Swetha Ramachandran outline the drivers and likely beneficiaries of an expected sharp resurgence in Chinese consumption in 2023.

Active Thinking

7 min read

Active Thinking
26 January 2022

At GAM Investments’ latest Active Thinking forum, David Dowsett reviews the latest market developments while Jian Shi Cortesi explains why she is excited to talk to investors about China and Asia as an investment opportunity as clear signs of recovery have begun to emerge.

Outlook 2023

2 min read

Outlook 2023: Jian Shi Cortesi (Asia/China Growth Equities)
December 2022

In 2022, Asian equity was hit by the combination of rising interest rates, the strong dollar and China’s Covid restrictions.

Active Thinking

6 min read

Active Thinking
19 October 2022

At GAM Investments’ latest active thinking forum, Jian Shi Cortesi highlights the key takeaways from China’s party congress so far and discusses the potential catalysts for investors to return to Asian and Chinese markets.

My Videos

Active Thinking

6:17 min watch

Asia/China Growth Equities – Jian Shi Cortesi
24 April 2023

Jian Shi Cortesi outlines her latest thinking in this video update, including the strong Chinese rally on the prospect of a post-Covid recovery, supportive government policy and Asia’s domestic demand story.

Active Thinking

05:49 min watch

Asia/China Growth Equities – Jian Shi Cortesi
14 February 2023

Jian Shi Cortesi highlights the attractive combination of low valuations and positive macro factors for Chinese and Asian equities, notes that there are still some misconceptions when it comes to investing in the region, and believes market leadership could move away from Southeast Asia towards China.

Active Thinking

04:58 min watch

Asia/China Growth Equities – Jian Shi Cortesi
03 November 2022

Jian Shi Cortesi reflects on a quarter dominated by macro and geopolitical concerns but looks ahead to the long-term growth potential for Chinese and Asian equities.

Active Thinking

3:55 min watch

Asia/China Growth Equities – Jian Shi Cortesi
21 July 2022

Jian Shi Cortesi discusses valuations in China and the emergence of supportive government policies, which are addressing some of the issues concerning investors.