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Is the concept of ‘common prosperity’ a game-changer in the negative for investors in China’s equity and debt markets, especially as it comes along as a huge surprise so close to the reining in of China’s big techs and the growing anxieties over excessive debt throughout the economy, as evidenced by the trials of Evergrande Holdings? Or are these simply puffs of smoke masking the incredible opportunity that China still represents for investors of all types and for many years ahead? What about China’s vast onshore fixed income market, which has gradually been opening up to foreign participation? Where are the opportunities to find value, what should investors avoid, and how, if at all, should they approach accessing those vast debt markets? The Hubbis Digital Dialogue of November 25 will see a panel of experts from the asset management and wealth management communities to offer their perspective on the value that China still represents, on the right approaches to China’s vast equity and debt markets for Asia’s private clients, and what to watch out for in the future as warning signals that the economy, the markets or politics might be going off track.

Nov 25

China: Investment Opportunities & Outlook for 2022 and Beyon...

3.00pm - 4.00pm HKT/SGT

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Senior figures in Asian Wealth Management are speaking at this event

Jian Shi Cortesi

GAM Investments

Jaye Chiu

Bank of East Asia

Richard Harris

Port Shelter Investment Management

Nick Xiao

Hywin International

Steve Brice

Standard Chartered Private Bank

David Lai

Premia Partners

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Event Agenda
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  • 15.00pm

    China: Investment Opportunities & Outlook for 2022 and Beyond

    • As projections for economic growth have been trimmed in recent months after the power cuts and a series of other negative news, should investors be concerned, or is growth still so robust compared with the global norms that they should remain positive and well invested?
    • Are the Chinese government’s actions during 2021 aimed at taking more state control of the economy, or at ensuring that risks are better managed and some of the excesses scaled back for more stable growth in the future?
    • Are China’s equity markets over-valued, fully valued or undervalued and why?
    • What sort of exposures should Asia’s HNW and UHNW private clients have to China as a percentage of the APAC portfolios and their overall global portfolios, and why?
    • Where are the best opportunities in China’s equity markets, i.e. which sectors and which types of companies should investors focus on?
    • How should investors access China’s equity markets, ‘A’ shares, ‘H’ shares, via stocks listed in the US, or in Europe? What are the advantages and disadvantages of each approach?
    • Should investors be buying active funds managed by the China watchers and experts? Or plain vanilla ETFs? Smart beta and thematic ETFs? Or all of the above?
    • Broadly, how should investors be positioning themselves for the next 2-5 years or even beyond?
    • Should private clients in Asia be looking also at China’s vast fixed income markets, especially after the concerns over debts in the property sector?
    • If they are interested in taking some exposure, what would be a sensible approach and how should they consider accessing this market? Onshore debt? Offshore debt? Via active funds? Via passive funds? And why?
    • Are foreign credit rating agencies making headway in the onshore market both from a regulatory and also a credibility point of view?
    • What are the political, economic or financial dangers ahead and what should investors watch out for?
    • Is there any genuine risk of political, financial or currency instability ahead?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Jaye Chiu

    Head of Investment Products & Advisory

    Bank of East Asia

    Jian Shi Cortesi

    Investment Director

    GAM Investments

    Nick Xiao

    Chief Executive Officer

    Hywin International

    Richard Harris

    Chief Executive Officer, Founder

    Port Shelter Investment Management

    David Lai

    Partner & Co-Chief Investment Officer

    Premia Partners

    Steve Brice

    Chief Investment Officer

    Standard Chartered Private Bank

  • 16.00pm

    Webinar Ends

Nov 25

China: Investment Opportunities & Outlook for 2022 and Beyon...

3.00pm - 4.00pm HKT/SGT

Speakers

Jian Shi Cortesi

GAM Investments

Jaye Chiu

Bank of East Asia

Richard Harris

Port Shelter Investment Management

Nick Xiao

Hywin International

Steve Brice

Standard Chartered Private Bank

David Lai

Premia Partners

Nov 25

China: Investment Opportunities & Outlook for 2022 and Beyon...

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Nov 25

China: Investment Opportunities & Outlook for 2022 and Beyon...

3.00pm - 4.00pm HKT/SGT