Beyond the Rhetoric: Tech Leads Bull Market, Trade Volatility Continues, & New Goals Set In 15th Five-Year Plan

Event Details:

Beyond the Rhetoric: Tech Leads Bull Market, Trade Volatility Continues, & New Goals Set In 15th Five-Year Plan
Tuesday, November 18, 2025
12:00 pm – 1:30 pm SGT

China’s stock market is entering a pivotal period. Policy stimulus, innovation in AI and semiconductors, and improving corporate earnings are fueling renewed optimism, even as investors navigate global trade tensions and domestic economic shifts.

Internet and technology stocks have been the clear standouts in China’s equity market in the third quarter, delivering growth through a combination of innovation, government policy support, and investor optimism for AI and domestic chip competitiveness.

What's next for China’s equity markets? We believe geopolitical developments will be key to watch, especially the potential US-China trade deal, after both sides appear to be applying maximum pressure. Also, China’s 15th Five-Year Plan may help determine which companies and industries continue to be the ultimate winners in the current bull market.

Please join us for a lunch discussion featuring KraneShares CIO Brendan Ahern & KraneShares Managing Director and Former US Ambassador to Singapore, David Adelman, covering the recent developments in China’s equity markets.