In a Barron’s report on investing in China in late July, Virginie Maisonneuve, global CIO for Allianz Global Investors, offered some valuable views on how investors should be thinking about their allocations to China. She indicated that given the size of the Chinese economy and of its capital markets, China should be considered as its own asset class by investors, essentially having risen well above standard emerging markets. She indicated that China offers diversification in portfolios, given how the economy is managed along its five-year plans. For example, she noted that while the world is tightening monetary policy, China is doing the opposite.

Nevertheless, China’s equity markets have suffered sharp falls in 2022, dropping about 20% from late 2021 to early May, although having since rebounded nearly 10% through mid-August.

With the government’s surprise regulatory and other policy measures of 2021 now hopefully in the past, and with the market having somewhat stabilised, is this now a good time for investors to be buying back in? And if they should be increasing their allocations to China, how should Asia’s private clients be approaching the Chinese markets? Stock picking? Through actively managed funds? Through ETFs, smart beta strategies and thematics? Equities only? Or fixed income? Onshore securities? Or through offshore access only? Or perhaps a combination approach? 

What about ESG and sustainability, are they helping to drive higher returns and/or reduce risks? Which sectors should investors be looking at – for example, is property still off limits, is technology still out of favour, and what are the key segments that government policy will help drive to higher profitability and valuations in the foreseeable future? And how is the wealth and asset management industry catering to the needs of these investors?

The Hubbis Digital Dialogue of October 20 will see a panel of experts from the asset management and wealth management communities to offer their perspective on the value that China represents today, 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.

Oct 20

Finding value in China – investment strategies for the year...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Jian Shi Cortesi

GAM Investments

Jeffrey Wong

Hywin International

Arjan de Boer

Indosuez Wealth Management

Barbara Lee

CSOP Asset Management

Jaye Chiu

Bank of East Asia

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Event Agenda
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  • 15.00pm

    Finding value in China – investment strategies for the year ahead

    • Is China a standalone emerging market today, as it is essentially a global superpower and as its financial markets rise to match its global economic might?
    • Are the unexpected policy actions of the Chinese government of 2021 now in the past, and where should investors be looking for investment opportunities, and are those opportunities most directly aligned to China’s 5-year and longer-term plans for the economy?
    • Are China’s equity markets over-valued, fully valued or undervalued and why? What sort of investor demand is there at home and from overseas?
    • What type of weightings should China standalone have in well-diversified institutional global portfolios?
    • 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, is it via ‘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?
    • 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? And what would be a sensible approach to accessing this market? Onshore debt? Offshore debt? Via active funds? Via passive funds? And why?
    • What is the outlook for the currency and why?
    • What are the political, economic or financial dangers ahead and what should investors watch out for?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Jaye Chiu

    Head of Investment Products & Advisory

    Bank of East Asia

    Jeffrey Wong

    COO

    Hywin International

    Arjan de Boer

    Head of Markets, Investments & Structuring, Asia

    Indosuez Wealth Management

    Daniel Lam

    Head of Equities and Derivatives Strategy

    Standard Chartered Bank

    Jian Shi Cortesi

    Investment Director

    GAM Investments

    Barbara Lee

    Vice President, ETF Strategist

    CSOP Asset Management

  • 16.00pm

    Webinar Ends

Oct 20

Finding value in China – investment strategies for the year...

3.00pm - 4.00pm HKT/SGT

Speakers

Jian Shi Cortesi

GAM Investments

Jeffrey Wong

Hywin International

Arjan de Boer

Indosuez Wealth Management

Barbara Lee

CSOP Asset Management

Jaye Chiu

Bank of East Asia

Oct 20

Finding value in China – investment strategies for the year...

3.00pm - 4.00pm HKT/SGT

Partners
Oct 20

Finding value in China – investment strategies for the year...

3.00pm - 4.00pm HKT/SGT