China Internet: Paving the Way for China ESG

Spring 2022 China Internet Earnings Report

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Theme Highlight:

ESG investors believe that factors such as a company’s contribution to society’s well-being may be better predictors of its long-term performance than technical valuations alone. Recent policy guidance from China’s leadership acknowledges investors are also key stakeholders whose interests must be considered as reforms are rolled out. This tone shift could be a tailwind for China’s internet platforms, whose stock performance suffered from the implementation of new regulations last year. We believe China’s internet platforms’ long-term prospects are positive, thanks to attractive valuations and societal contributions spurred on by these new regulations.

Report Highlights:

  • Developments related to the Holding Foreign Companies Accountable Act (HFCAA)
  • Conversion process of ADRs to Hong Kong share class explained
  • An overview of China leadership addressing ESG to promote growth
  • The addition of Kanzhun to KWEB

China Internet Sector Earnings Report Contents:

  • Subsector Analysis
  • Theme Highlight: Paving the Way for China ESG
  • KWEB Top 10 Holdings Earnings Update

Kanzhun (4.16% of KWEB Net Assets as of 4/14/2022)

Holdings are subject to change