EMERGING MARKETS PERSPECTIVES
Web Conference | Wed, April 21, 2021 | 9:30am BST
Overview
Global growth in recent years has come largely from emerging markets, led by China. What are the perspectives for emerging markets following Covid-19? Which investment style fits the current market phase: Value or Growth? Where in the emerging markets are investment opportunities currently opening up? Are equities or bonds the way to go? Listen to analyses and views from leading emerging market specialists.
Participation exclusively for professional investors from the UK.
Presentations from
Agenda
Wed, April 21, 2021
9:30am BST
Start and welcome
9:35am - 10:05am BST
The importance of productivity & environmental goals in shaping our outlook for EM
Matt Williams, Investment Director, Aberdeen Standard Investments
Bigger government and larger deficits require investor confidence to be successful. A credible program will be one that visibly creates economic value. Matt Williams will assess recent technology and environmental developments to offer a perspective on the outlook and how Aberdeen seeks to exploit opportunities from an Income perspective.
10:05am - 10:35am BST
Emerging market = China and EM ex China
Stephen Li Jen, CEO and Co-CIO, Eurizon SLJ Capital
Are labels such as EM & BRIC helpful to investors as they think about markets segments and search for investment opportunities? In this session, Stephen Li Jen assesses the macro influences on emerging and Asian markets and shines a light on what he believes to be exciting long-term opportunities for UK investors.
10:35am - 11:05am BST
Is now the right time to invest in China A-shares?
Ken Wong, Client Portfolio Manager, Eastspring Investments
While the Chinese A-share market was one of the best market performers in 2020, it has been one of the key detractors in 2021. With the recent pullback, we have been witnessing a style rotation in which investors have begun to invest more into cyclicals as investors have reduced their exposure to Chinese new economy stocks. While the pullback was warranted given the high valuations on some of the technology related names, is this now a good opportunity for investors to focus once again on these high flying new economy stocks in China?
11:05am - 11:15am BST
End of event
Speakers
Matt Williams
Matt Williams is an Investment Director and started his career at Aberdeen Standard Investments in 1998. He has successfully managed funds and covered sectors across Asia including Japan and currently specialises in Global Emerging Market equities as a research analyst and portfolio manager.
Stephen Li Jen
Stephen Li Jen is the CEO and Co-CIO of Eurizon SLJ Capital Limited and co-manager of the Eurizon SLJ Bond Aggregate RMB Fund. From 1996-2009, Stephen was MD at Morgan Stanley and held various roles, including Global Head of Currency Research and Chief Global FX and EM Strategist.
Ken Wong
Ken Wong is a Greater China Equity Specialist at Eastspring Investments and is responsible for articulating Greater China equity strategies, processes, positioning and performances to clients and prospective clients globally. He appears frequently on CNBC and Bloomberg as a guest host to talk about the insights of the Greater China market.
Moderator
Julie-Anna Needham
Julie-Anna Needham is an experienced business journalist and event host who has chaired numerous international conferences. She has a background in broadcast journalism, working for the BBC and Sky News, and reported on M&A, ECM and other corporate news for more than seven years.
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