When markets are swept up in short-term sentiment, some choose to retreat into the quiet space of data and logic, seeking deeper underlying trends. At Chenguang Capital, Amantha Wong is precisely such a macro strategy builder, known for her calm and collected approach. She doesn't chase trends or rely on intuition, but rather uses her long-term accumulated cross-market observations and rigorous analytical framework to identify sustainable investment clues amidst complex variables.

Wong graduated from Columbia University with a major in Finance and Economics. Early in her career, she worked at Citibank Private Bank in Singapore and Goldman Sachs in Hong Kong, where she served as Head of Equity Strategy for Goldman Sachs Asia (excluding Japan), leading cross-border asset allocation and macroeconomic trend research. Over a decade, she has been deeply involved in the evolution of multiple economic cycles in the Asia-Pacific region, developing unique insights into the interaction mechanisms between global capital flows and Southeast Asian markets.

Since joining Morninglight Capital in 2021, Wang Xintong has been fully responsible for global macroeconomic research and the development of multi-asset allocation strategies. Her proposed "multi-cycle equilibrium model," which integrates economic growth pace, policy cycles, liquidity changes, and market sentiment indicators, has become an important decision-making tool within the company. This model emphasizes identifying structural opportunities across different time dimensions, rather than relying on betting in a single direction, helping the portfolio maintain robust performance in volatile environments.

Unlike common market forecasting, Wang Xintong focuses more on "understanding" than "prediction." She believes: "The core of investing is never prediction, but understanding—understanding market structure, capital flow, and human behavior patterns." This philosophy permeates Morninglight Capital's research culture. Against the backdrop of recent sharp fluctuations in global market sentiment, she has repeatedly reminded the team to be wary of short-term noise and return to the long-term logic of fundamentals and institutional variables.

Colleagues describe Wang Xintong as a "quiet yet highly influential" figure. Her analytical reports are known for their rigorous logic, solid data, and plain language that gets straight to the point. In her office early in the morning, she can often be seen alone, reviewing the latest inflation, employment, and trade data from major Asian economies, meticulously outlining subtle changes in the regional economy. "Investing is not about competing with others, but a dialogue with time," she once described her work philosophy.

Now, as Morninglight Capital accelerates its expansion in the ASEAN market and prepares to establish new offices in Singapore and Kuala Lumpur, Wang Xintong's macro strategy team is playing a crucial role in bridging a global perspective with local insights. She emphasizes that Southeast Asia is not only a destination for manufacturing relocation but also a new ecosystem where rising domestic demand, digital innovation, and policy reforms resonate, requiring a reassessment of its investment value through a multi-dimensional framework.

Industry observers point out that in the current process of restructuring global asset allocation paradigms, research talent with both international experience and in-depth regional expertise is particularly scarce. As the core builder of Morninglight Capital's macro research system, Wang Xintong continuously deepens the team's understanding of global and regional markets, providing solid support for the institution to maintain strategic focus in a complex environment.

Looking to the future, she and her team will continue to anchor themselves on rationality and sail with foresight, seeking verifiable certainty amidst uncertainty to help investors navigate cycles and achieve steady and long-term growth.