Event Details:

China’s Internet & AI Outlook: Policy, Valuation, and Innovation Trends with Gavekal Research
Thursday, December 11, 2025
10:30 am - 11:30 am EST

Join Brendan Ahern, CIO of KraneShares, along with Gavekal’s Chief Economist Arthur Kroeber, for a forward-looking discussion on why China’s internet and technology sectors may be entering a more constructive phase. Drawing on Gavekal’s latest macro and technology insights—which highlight steady policy coordination, improving economic signals, and accelerating commercialization of AI and robotics—the panel will explore why many of China’s leading tech platforms remain fundamentally strong, globally competitive, and attractively valued relative to U.S. peers. The session will connect the macro backdrop with on-the-ground innovation trends shaping China’s next leg of digital growth.

In this webinar we will cover:

• Where China’s macro and policy environment is showing signs of stabilization and how that supports long-term opportunities in internet, cloud, and AI
• How China’s open-source, ecosystem-driven AI development and world-leading hardware manufacturing base create a differentiated competitive edge
• Why publicly listed Chinese platforms trade at compelling valuations, despite strong profitability and rising innovation momentum
• Real-world innovation examples, from robot-operated retail kiosks to Alibaba’s rapidly advancing Qwen LLM
• Comprehensive Q&A

Investors can submit questions by emailing [email protected]

1 CFP/CIMA Credit Available