Event Details:

Replay: China Economic Update & Outlook with Gavekal Research
Thursday, December 11, 2025
10:30 am - 11:30 am EST

Join Brendan Ahern, CIO of KraneShares, along with Gavekal Dragonomics' Founding Partner & Head of Research 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 and improving economic signals—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 more
• Why publicly listed Chinese platforms trade at compelling valuations, despite strong profitability and rising innovation momentum
• How nominal growth and recent policy actions are shaping China’s economic trajectory, including the shift toward technology-led development and industrial consolidation
• How China’s globally competitive technology and industrial champions are positioned to expand market share and drive innovation amid long-term structural shifts
• Comprehensive Q&A

Investors can submit questions by emailing [email protected]

1 CFP/CIMA Credit Available