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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
Thematic Thoughts: Golden Week and the evolution of Chinese consumer spending
13 October 2023

Following China’s Golden Week holidays, GAM Investments’ Jian Shi Cortesi and Fanwei Zeng reflect on the country’s latest developments in tourism and consumption, and how the trend towards experiences is set to create investment opportunities.

Our People
Fund Manager Portrait – Jian Shi Cortesi
22 June 2023

Jian Shi Cortesi describes running GAM Investments’ China and Asia funds as her “dream job”. She discusses her varied career, spanning three continents, China’s rapid growth and what drives her as an investment manager.

Active Thinking
Active Thinking
14 June 2023

At GAM Investments’ latest Active Thinking forum, Jian Shi Cortesi discusses low valuations in Chinese equities, government support for China’s property market and earnings growth.

Investment Opinions
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.

My Videos

Active Thinking

08:06 min watch

Asia/China Growth Equities – Jian Shi Cortesi
19 October 2023

Jian Shi Cortesi notes that weak sentiment in China is keeping Chinese equities at very low valuations, due to the soft economic growth, real estate drag and the ongoing China-US rivalry. However, she is optimistic about long-term prospects, with the conviction that in the long term earnings growth will drive stock prices.

Active Thinking

7:03 min watch

Asia/China Growth Equities – Jian Shi Cortesi
28 July 2023

Jian Shi Cortesi considers the reasons investors have been hesitant to enter Chinese equities so far this year. She also highlights the two triggers that she thinks will attract flows back to the market: positive government policy and strong earnings.