Topic: Opportunities in China A-shares.
Please join us as Nicholas Yeo, Head of Equities China, and Donald Amstad, Head of Investment Specialists Asia, look at the opportunities and risks of investing in China’s A-share market. After a very strong 2020 and continued promising first 6 weeks of 2021, the A-share market has corrected sharply: is there more downside to come or a long term buying opportunity? Is the market cheap or expensive? What about ESG concerns? How does ASI incorporate these factors into stock selection? And what are the mega-themes playing out in the ASI China A-share fund? For example, how to find stocks that can benefit from China’s commitment to carbon neutrality by 2060? Is the premiumisation of Chinese consumption now fully priced? How about healthcare, insurance, technology and financial services stocks? It promises to be a most stimulating and thought provoking conversation!