Replay: Two Sessions & “Revenge Spending”: China Q1 Market Review
Tuesday, April 4, 2023 10:00 am - 11:00 am EDT
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Two Sessions & “Revenge Spending”: China Q1 Market Review Tuesday, April 4, 2023 10:00 am - 11:00 am EDT
We believe investing in China is currently attractive on both a macro and relative basis. After COVID restrictions were lifted, domestic consumption is seeing a healthy rebound led by "revenge spending" as shoppers are back in full force after three years of lockdown. At the same time, inflation, as measured by the consumer price index, is running at 2.2%1, much lower than the US, Europe, and other Asian countries. With China's new political lineup and economic growth targets confirmed during the recent Two Sessions meetings, policymakers in China have the flexibility to implement stimulus and support economic growth. From a US-China relationship standpoint, both countries are more intertwined now than ever before, but political challenges need to be overcome.
Join KraneShares CIO Brendan Ahern, Head of International Dr. Xiaolin Chen, and General Counsel / US Ambassador to Singapore (Ret.), David Adelman, for our Q1 China review and outlook, where we will discuss:
- Key drivers of KraneShares' China ETFs performance
- Outcome and significance of the Two Sessions, China's annual economic/political meeting
- Update on recent geopolitical & diplomatic developments
- Comprehensive Q&A
Investors can submit questions to [email protected].
1 CFP / CIMA Credit Available. Email: [email protected] for credit.
1. Data from Trading Economics as of 12/31/2022
Inflation is defined as the change in the prices of a basket of goods and services that are typically purchased by specific groups of households.
For KWEB standard performance, top 10 holdings, risks, and other fund information, please click here.
For KBA standard performance, top 10 holdings, risks, and other fund information, please click here.
This webinar contains the speakers’ opinions. It should not be regarded as investment advice or a recommendation of specific securities. Holdings are subject to change. Securities mentioned do not make up the entire portfolio and, in the aggregate, may represent a small percentage of the funds.