Programme List - China Conference 2019
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Programme

 

 

*programme is subject to change

 

 

 08:00 – 08:20

Registration, breakfast and networking

 

08:20 – 08:25

Opening remarks from Investment Week

08:25 – 08:50

Matthews Asia

 

Tiffany Hsiao, CRA Lead Manager

 

Fund: Matthews China Small Companies Fund

 

Tapping China’s Small Cap Potential

 

Innovation, urbanisation, and the rising purchasing power of middle class consumers – these are just some of the driving forces behind the growth of small companies in China today. The universe of small companies is rapidly expanding, generating many attractive investment opportunities.

Lead Portfolio Manager Tiffany Hsiao, CFA, will outline the traits that help China’s smaller-cap firms flourish with less volatility than the market against a backdrop of limited access to capital and privileges afforded to state-owned companies. In addition, she will discuss the current environment for investing in China, the fundamentals of the asset class, and how the Matthews China Small Companies portfolio is constructed.

08:55 – 09:20

Wisdom Tree

 

Derrick Sun, ICBC Credit Suisse Asset Management (International)

 

Fund: ICBCCS WisdomTree S&P 500 China UCITS ETF

 

China Outlook and S&P 500 China ETF

 

The portfolio manager from ICBCCS, Derrick Sun will give a presentation about the China market and introduce the S&P China 500 Index. The first part is about macro economics and investment outlook, including China market update, trade war risks and its potential impacts, as well as investment themes. Derrick will also share his professional thoughts on why invest in China market. Secondly, Derrick will introduce the S&P China 500 index, which is a new and better barometer for the Chinese economy. The S&P 500 index covers the largest 500 Chinese public companies regardless where they get listed. It also provides more balanced sector allocation to mirror real Chinese economy more closely. Lastly, the ICBCCS WisdomTree S&P China 500 UCITS ETF will be introduced. Through transparent physical replication, the ETF provides a comprehensive and cost-efficient access to invest in Chinese economy.

 

09:25 – 09.50

Merian Global Investors

 

Oliver Lee, Investment Director

 

Fund: Merian China Equity Fund


Local Knowledge, “Quantamental’’ Approach

 

Please Join Oliver Lee, investment director for emerging market and Chinese equities, as he highlights the Merian China Equity Fund’s unique combination of local knowledge and “quantamental” investment process.  He will explain how Ping An Asset Management, a part of the Chinese financial services giant, manages the fund and provides valuable on-the-ground experience, resources and knowledge.  The portfolio managers use a combined quantitative and fundamental approach that marries advanced screening techniques and portfolio optimization with traditional bottom-up equity analysis to target alpha-generating stocks.  Given ongoing trade war rhetoric and an evolving domestic economy, Chinese equities are at an interesting juncture and offer plenty of opportunities for savvy investors.

 

09.55

Closing remarks from Investment Week and End of Briefing