Panel Discussion | Wed, February 24, 2021 | 9:30am CET
China has emerged as the second largest economy in the world. Foreign investors have so far often only been able to participate in the country’s growth opportunities to a limited extent. But this is changing rapidly.
In our Round Table – exclusively for selected institutional investors – we discuss current developments, structural changes as well as investment opportunities and possible risks in China with experienced portfolio managers. Fixed Income and Equity – discuss with experts from Mirae Asset Global Investments and Pictet Asset Management after two short presentations.
Exclusively for institutional and professional investors from Germany, Austria and Switzerland. The event is limited to 10 participants.
Start and welcome
Wei Wei Chua, Portfolio Manager and Senior Investment Analyst, Mirae Asset Global Investments
Despite strong outperformance from China in 2020, we believe that China will continue to benefit from both domestic and global recoveries. We expect disruptive technologies like e-commerce, live steaming, cloud, EVs, renewable energy etc. to continue being key drivers for the portfolio. In this presentation, we are taking a closer look at these trends.
Qian Zhang, Senior Client Portfolio Manager, Emerging Corporate Team, Pictet Asset Management
China’s bond market has remained resilient throughout 2020’s market turmoil, thanks to its favourable risk-return profile and the Chinese economy’s strong fundamentals. China government bonds are high rated and offer a higher yield than developed markets bonds. They also show lower volatility and a low correlation with other asset classes. These features make China bonds increasingly qualified as a part of the core fixed income allocation.
In this presentation, we are going to discuss recent trends in China’s onshore bond market, take a closer look at the structural forces behind these trends, and also try to address some of the possible concerns in investors’ mind.
Open discussion with both speakers.
Wrap up by moderator and end of event
Wei Wei is the Portfolio Manager of the Mirae Asset China Sector Leader Equity Fund. He also manages the firm’s Asia Infrastructure and China Infrastructure Equity funds. As Senior Investment Analyst his research responsibilities include coverage of regional Industrial, Autos and Telecom sectors. He joined Mirae Asset in 2014 as an Investment Analyst with an initial focus on the Consumer, Telecom and Auto sectors.
Qian Zhang joined Pictet Asset Management in 2019. She is a Senior Client Portfolio Manager for the Fixed Income Emerging Market Corporate and Greater China Debt team. Before joining Pictet, she was a client portfolio manager in J.P.Morgan Asset Management Global Fixed Income team and Emerging Markets Debt team, based in both London and Hong Kong. Prior to JPMorgan, Qian worked for Merrill Lynch in Tokyo where she focused on Interest Rate Derivatives.
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