Event Details:

China Mid-Year Outlook: Trade Deal Loading, Consumption & Innovation Locked In
Tuesday, July 22, 2025
10:00 am - 11:00 am EDT

After three months of tariff turmoil, Secretary of Commerce Howard Lutnick said that a deal with China had been “signed” but provided few other details. Meanwhile, China has moved to address its oversupply of vehicles and solar panels, providing additional goodwill in negotiations. Trump’s Administration is looking to rewrite the established rules for almost everything, which could mean a new paradigm for US-China relations.

Meanwhile, China’s consumers and innovators are marching forward. During this year’s 6.18 (June 18th) Sales Festival, Alibaba increased gross merchandise value (GMV) by +10% year-over-year (YoY)¹, JD hit a new sales record,¹ and live streaming E-Commerce took center stage. At the same time, the competition for instant commerce wallet share continued to heat up. Also, China-based robotics company Unitree became the world’s newest unicorn after completing its series C funding round in June.²

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

• China's equity market performance in Q2 and its key drivers
• Scenario Analysis: What could be in the latest US-China Deal?
• What to expect from China's stimulus policies
• Our outlook for China's economy and capital markets
• Comprehensive Q&A

Investors can submit questions by emailing [email protected]

1 CFP/CIMA Credit Available

Please email [email protected] to receive credit.