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Wendy Chen

Wendy Chen - Senior Investment Analyst


Wendy Chen, Senior Investment Analyst, is responsible for covering the global internet sector in GAM Investments' Disruptive Growth & Technology team.
Wendy joined GAM in August 2021 from Welight Capital, a family office for one of the founding partners of Tencent, where she was an Investment Analyst. Wendy is a technology enthusiast and brings strong experience from her five years as an Associate at Goldman Sachs, where she focused on China online entertainment equity research. Wendy holds a bachelor’s degree in Economics and Law from the University of Peking in Beijing and a master’s degree in International Finance and International Relations from John Hopkins University. She is based in Hong Kong.
Wendy Chen

My Insights

Active Thinking
Active Thinking: Keeping our AIs on the prize
08 July 2024

Amid ongoing investor fervour for artificial intelligence (AI) stocks, Wendy Chen discusses her key takeaways from the COMPUTEX Taipei IT trade show, and shares her take on how the latest tech developments square with elevated valuations across the sector.

Investment Opinions
The Disruptive Strategist: The Temu effect - How an Asian ecommerce entrant shook up the US internet landscape
7 November 2023

Asian low price ecommerce marketplace Temu is expanding globally, becoming the most downloaded app in the US. GAM Investments’ Wendy Chen explains how it is achieving success.

Investment Opinions
The Disruptive Strategist: The disruptive forces reshaping China's electric vehicle landscape
10 August 2023

China is leading the way in both electric vehicle (EV) manufacturing and consumption, with China’s domestic market accounting for 62% of global EV sales in 2022. GAM Investments’ Wendy Chen highlights how China is reshaping the EV landscape in terms of user experience, extended battery life and affordability.

Active Thinking
Active Thinking
20 July 2023

Wendy Chen reflects on economic and market events during the first half of 2023, notably the impact of strained US-China relations. Wendy also explains how a hoped-for ‘revenge spending’ boost has not yet materialised - adding to China’s growth conundrum - and shares how she is aiming to capitalise on growth in China’s electric vehicle market.

Our Thinking
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