Event Details:

Replay: 2025 China Outlook: The Impact of Policy, Reform, and US-China Relations
Thursday, January 23, 2025
10:00 am - 11:00 am EST

China’s markets could see a "re-rating" in 2025 as foreign capital starts to return. China's unprecedented stimulus measures, including rate cuts, homebuying incentives, a RMB 500 billion stock market stabilization fund, and substantial relief for local governments, laid the foundation for a strong equity market recovery last year. Additionally, China’s low government debt-to-GDP ratio compared to other major economies means it has significant fiscal flexibility to drive growth further in 2025.

On the geopolitical front, a potential “grand bargain” with the second Trump administration may ease trade tensions and further enhance investor sentiment. For those seeking exposure to China’s dynamic growth sectors, such as internet and e-commerce, we believe 2025 offers a compelling entry point to capitalize on a market poised for sustained recovery.

Join KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen for a webinar where they will cover:

• How recent 2024 stimulus measures have set the stage for continued growth in 2025 for China's markets
• The potential for healthcare reforms and changes to China’s internal migration policies, or “hukou system,” to boost consumer confidence
• Exploring the effects of a second Trump administration on US-China trade and investment
• Why Chinese internet and e-commerce companies are poised to benefit in 2025
• Comprehensive Q&A

Investors can submit questions by emailing [email protected]

1 CFP/CIMA Credit Available

Please email [email protected] to receive credit.