Investors are pricing in several interest rate cuts from the Federal Reserve this year as growth slows and risks of a recession rise, but Gao Bin says they may be getting ahead of themselves. The CEO of Kaifeng Investment Management says the cuts will likely come -- but not until 2026. He's also taking a counter-narrative view on China, believing that consumer and tech companies will drive growth in 2025.

Gao's macro hedge fund netted returns of more than 70% last year on these calls. He also discusses the outlook for China's economy this year, his favorite and least favorite equities and why running his fund out of Hong Kong rather than New York or London provides an edge as Asia's influence on financial markets grows.