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DATE
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Saturday, 24 April 2021
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| Title | Why China A is not to be missed? |
| Webinar Details | We are at the beginning of liberalization of Chinese financial markets. The country’s economic influence has risen considerably but the foreign capital inflow has lagged over the past decade.
Why is China A so attractive? Which are the rising superstars of New China? Join us to find out how to benefit from the rise of Chinese Onshore Equities. |
| Moderator | Samantha Siew
Standard Chartered Bank Malaysia |
| Speaker(s) | Dionne Cheung Associate Investment DirectorAxJ Equities, Schroders |
| Key Takeaways | 1. A big and rapidly growing economy – China is the only major economy that grew in 2020 and is now growing faster than before the COVID-19 pandemic. Analysts expect China to overtake the US as the largest economy by 2028, 5 years earlier than previously forecast (source: BBC News)
2. Home to a host of interesting ideas – Besides electric vehicle (EV) and industrial automation, China A also offers unique access to sector that are not available in other markets i.e domestic liquor, traditional Chinese medicine and home grown consumption names. Despite being the world’s second largest economy, China is under-represented in global equity indices and portfolio. This suggest the wall of money by foreign investors into China will continue.
3. Leading the global economic recovery post COVID – The world’s second largest stock market is too large to ignore. Recent market pullback has provide good entry point to the market on more reasonable valuations. Besides that, China A shares can help diversify some of the global equity risk as they are not too correlated to their international peers.
Seize the China A opportunity with RHB China A Fund , a pure China A portfolio strategy that invest into companies with exposure to ‘new economy’, in particularly mid-cap companies which are aligned to China’s structural growth trends, driven by high-end technology innovation and domestic consumption. |