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Helen Zhu

Helen Zhu

Showing manager performance in Hong Kong View performance globally

About Helen Zhu

Helen Zhu is head of China Equities for the Fundamental Equity division of BlackRock's Alpha Strategies Group. Before joining BlackRock in 2014, Zhu spent eight years at Goldman Sachs in Hong Kong, most recently as Chief China Strategist within the Global Investment Research division. Prior to this role, she was the Business Unit leader for the Telecom/Internet and Media sector research team. Zhu joined Goldman Sachs from ABN AMRO, where she spent five years and was sector head of the Asian telecom research team. Zhu was educated at the Massachusetts Institute of Technology where she studied Electrical Engineering and Computer Science.

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Citywire Rating: Not Rated


  • JRated AAA in Jul 2017
  • ARated AAA in Aug 2017
  • SRated AAA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017


  • JRated A in Jan 2018
  • FRated Plus in Feb 2018
  • MRated Plus in Mar 2018
  • ARated Plus in Apr 2018
  • MRated Plus in May 2018
  • JNot rated in Jun 2018
  • JRated Plus in Jul 2018
  • ARated Plus in Aug 2018
  • SNot rated in Sep 2018
  • ORated Plus in Oct 2018
  • NRated Plus in Nov 2018
  • DNot rated in Dec 2018


  • JNot rated in Jan 2019


Equity - China
over : 31/12/2017 - 31/12/2018
Rank 17/46 Equity - China
Manager Return
16 Joy Yuan -20.1%
17 Helen Zhu -20.2%
18 John Bugg -20.2%
19 Vanessa Donegan -20.5%

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -20.2% 1.9% -6.0% -6.3% -11.0%
2017 36.6% 11.3% 6.8% 9.0% 5.5%
2016 5.2% -3.6% 0.6% 15.1% -5.9%
2015 -2.6% 6.2% 10.3% -22.9% 7.8%
2014 4.4% 10.7%

Related News

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BlackRock China equity chief tweaks strategy amid volatility

Helen Zhu gives her take on 'Black Monday' and what the market rout means for her investment outlook.

BlackRock’s Zhu: China to see $50 bn in inflows after MSCI inclusion

Estimate of flows based on a 10-15% weight for China in indices, says head of China equities.

BlackRock’s China equity chief calls for post-rally realism

Strong performance of H-shares shows strength of the market but valuations are arguably excessive, says Helen Zhu.

BlackRock’s Swan: Year of the Goat will see risk premium reduced

Citywire AA-rated manager and head of Asian equities says China faces challenges in the year ahead but reform-led agenda is a huge positive.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.