Replay: A Quarter with Two Halves: Q1 China Internet Sector Update
Wednesday, April 28th, 2021 11:00 am - 12:00 pm EDT
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Q1 2021 was a Jekyll and Hyde story for the China internet sector. With lots of bullish momentum pre-Chinese New Year, that saw a dramatic reversal in the second half of the quarter. Despite all this, top China Internet stocks reported solid Q4 earnings underscoring that online user growth and consumer spending have continued to grow even as the pandemic receded in China.
Chief Investment Officer, Brendan Ahern and Head of International, Dr. Xiaolin Chen, will unpack the China Internet sector’s Q1 performance.
- How the global vaccine rollout, the Archegos Capital unwind, and increased regulation have impacted the sector's performance.
- Earnings, revenue, valuation and subsector performance overview
- Taking a strategic approach to incorporating China Internet into a portfolio.
- What lies ahead? China's 14th Five Year Plan, new IPOs, and a return of US-China diplomacy