Agenda

Agenda

China Investing Forum 2022 agenda

09:10 – 09:40

Executive panel: China macroeconomic outlook 2022 and beyond

09:10 - 09:40

  • Can China-U.S. relations get back on track?
  • Predictions on China's economy in 2022: examining its medium to long-term policy directions
  • What to expect from the correlation between China and developed markets

09:40 – 10:00

Fireside Chat: Reimagining China fixed income portfolio strategy

09:40 - 10:00

  • The evolving role of China in the international fixed income space
  • Outlook of RMB investment grade (IG) credit and USD China HY credit: How is your China fixed income strategy going to adapt?
  • How attractive are valuations in Chinese credit from an absolute and a relative perspective?
  • Will onshore green bond supply increase? What are the opportunities for your portfolio?

10:00 – 10:35

Panel discussion: China’s ESG: too big to ignore

10:00 - 10:35

  • How developed is the ESG market in China? Are standards aligned with international practice?
  • What’s the roadmap for ESG disclosure for China? Can we expect the quality of ESG data to improve?
  • Developing market structure and regulatory models for carbon trading
  • What trends and opportunities should investors be aware of?

11:05 – 11:25

Keynote address: China Stock Connect big bang: what you need to know

11:05 - 11:25

11:25 – 11:45

Accessing China via index products: new trends

11:25 - 11:45

  • How China index products help navigate the current macroeconomic environment
  • Product selection for investors with different views on A Share allocation
  • Industry sector analysis: risk and opportunities

11:45 – 12:10

Fireside chat: Embracing the new China equities regime

11:45 - 12:10

  • New trends emerged because of the Increased regulatory volatility in Chinese equities
  • Allocating between onshore and offshore markets: adopting a proactive approach
  • How to capitalize sectors and megatrends
  • Case studies of using China ETFs to diversify risks and/or seek alpha

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