China Auto Industry Research - Inside China: The Chinese View Their Automotive Future
By: IBM Line of Business View more from IBM Line of Business >>
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Green China: China's push for decarbonisation
By:
Type: Talk
Clean energy was the top contributor to China’s economic growth in 2023, contributing around 40% of the year-on-year increase in GDP across all sectors. In September 2020, President Xi Jinping announced that the People’s Republic of China will “aim to have CO2 emissions peak before 2030 and achieve carbon neutrality before 2060”. Topics covered: • China being a world-leader in both domestic adoption and manufacture of low carbon technologies. • Moving toward a low carbon economy means greater demand for materials such as copper, lithium and uranium. • China’s imports for these materials is set to grow amidst already growing demand from other countries pursuing decarbonisation. • HANetf's range of ETFs designed to allow investors to capture this growing demand. Join HANetf's Jake Coulson as he explores ETF ideas for China’s decarbonisation. For professional investors only. Capital at risk.
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China Macro and Trade Update: What's Different in 2019?
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Type: Replay
In this webinar Executive Director of CICC Research in Beijing, Kevin Liu, will give an economic update on China. Topics will include: • Trade: US-China trade update and 2019 China economic outlook. • Secular Trends in China's Economy: • The upgrade of "Made in China" manufacturing. • How domestic Chinese brands have benefitted from urbanization. • Long-term growth trends in China . • Looking Ahead: The opening-up of China’s financial markets is accelerating. What are the implications for the future of China’s economy.
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Sales model revolution: How to race ahead in China’s NEV market
By:
Type: Talk
In association with KPMG China, ITR will host a live webinar on February 24 at 9am GMT (London time) / 5pm CST (Beijing time). Amid the global pandemic and economic slowdown, the new energy vehicle (NEV) industry remains strong and shows promising growth opportunities. On April 23 2020, several Chinese government authorities including the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industrial and Information Technology, and the National Development and Reform Commission jointly issued Circular Cai Jian No. 86, which extends the subsidies made to NEVs to the end of 2022. New standards, business models and influential players are emerging in the NEV in China. Emerging NEV players are disrupting automotive retail through a direct sales model. Balancing user experience and cost efficiency is key to cracking direct sales model. Traditional sector original equipment manufacturers (OEMs) will have to focus on cross-channel integration and align their innovations with the direct sales model. In the webinar, KPMG China will introduce common NEV sales models and a number of tax issues and opportunities which would come to light.
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Investing in China’s Rising STAR Market
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Type: Video
China has set its sights on becoming a global leader in science and technology. In order for China to achieve its ambitions, it launched the STAR Market in 2019 to promote innovative industries including semiconductors, clean technology, biotechnology, and advanced manufacturing. In this webinar, KraneShares Director of Investments Derek Yan, CFA explains how China's strong policy support, growing middle class, increasing STEM talent, and improving technology, are creating vast opportunities for the country's most innovative industries. During the webinar, we will cover: China's growing middle class, talent, and technology China's government policy support and fulling its 5-Year Plan China's most innovative industries Outlook for 2023 Comprehensive Q&A
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The Next Alpha in China
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Type: Video
China opened its economy to the world 40 years ago. Now markets are opening up too, as global indices add China’s stocks and bonds. As a result, investors can take advantage of the massive opportunities China has to offer. However, many are nervous about the risks involved, especially around ESG. Learn more about our view on China’s future, where its risks and opportunities are, and how investors can benefit from an ESG-integrated China focused strategy. Here are some topics that will be discussed: Is now still a good time to invest in China’s markets? What the mid and long-term trends are that will drive China’s continued growth? What is the next alpha in China? Myths and realities of investing in China from an ESG perspective? Can investors actually make money out of an ESG-integrated investment strategy?
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China: What next?
By:
Type: Video
Join us to hear from Devan Kaloo, ASI's Global Head of Equities & emerging markets veteran. Devan updated us on the investment landscape in China as a raft of regulatory changes unfold at a rapid pace. He tackled some big questions concerning the future of investing in China, how ASI is positioned, and if the case for China is still intact.
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Out of China…into Where?
By:
Type: Talk
Do investors need to look for alternatives to China... and if they do, where are they?
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China's Two Sessions: Xiabing Interviews Locals On China's Annual Meetings
By:
Type: Video
In this week's video, Xiabing Su dives into China's "Two Sessions", an annual series of political gatherings between China's top governing bodies. Xiabing provides first-hand insight directly from attendees of the event, who shared their thoughts on China's plan to move past COVID and bolster economic prosperity. Join Xiabing as she interviews attendees of China's "Two Sessions" and highlights economic goals set during the meetings.
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China 2024 Import Expo: From Flying Taxis to Louis Vuitton Luggage
By:
Type: Video
Join KraneShares' Xiabing Su for an exclusive tour of the 2024 China International Import Expo (CIIE), a premier global trade event showcasing innovations from 152 countries and nearly three hundred Fortune Global 500 companies. This year's expo, themed "New Era, Shared Future," highlighted sustainability and global trade across various sectors, connecting international merchants with the Chinese market. Xiabing explored the burgeoning low-altitude economy, featuring Vertaxi's air taxi, an electric vertical take-off and landing (eVTOL) aircraft poised to revolutionize urban transportation. Vertaxi and another eVTOL company have already secured over 200 orders combined worth more than 4 billion RMB, signaling strong market potential for investors in urban mobility solutions. The ongoing innovations in the technology sector showcased at the event demonstrate how China may address urban challenges like traffic congestion while opening new avenues for growth. In the consumer goods area, luxury brands like LVMH continue to captivate audiences, reflecting the ongoing strength of China's premium market and the country's rising middle class. Xiabing also showcased advancements in sustainable technology and green growth, aligning with China's carbon neutrality goal by 2060. Xiabing highlighted the CIIE's strong message about China's economic resilience and its position as a vital engine for global growth. The event facilitated connections and encouraged investment, particularly in sectors like consumer goods, healthcare, and automotive industries, which are benefiting from China's demographic shifts and government policy support. From air taxis to Louis Vuitton luggage, Xiabing provides a unique glimpse into the innovative products that are shaping our shared future and creating opportunities for global investors.
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Investing in China: ESG Matters
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Type: Video
China opened its economy to the world 40 years ago. Now markets are opening up too, as global indices add China’s stocks and bonds. As a result, investors can take advantage of the massive opportunities China has to offer. However, many are nervous about the risks involved, especially around environmental, social and governance (ESG) issues. We are here to help. We have invested in China for over 30 years and ESG considerations have always been at the heart of our approach. Today, we are more optimistic than ever, as ESG standards improve and China commits to being carbon neutral. To find out more about China’s risks and opportunities, listen to our one-hour online seminar where we explore the case for investing in China’s growth story, with a focus on ESG. The event also offers a unique opportunity to hear from our Chairman Sir Douglas Flint. He has deep experience on the strategic factors that influence China. Sir Douglas is the UK Treasury’s special envoy for China’s Belt and Road Initiative and was HSBC Chairman from 2010 to 2017.
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Investing in China: ESG Matters
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Type: Video
China opened its economy to the world 40 years ago. Now markets are opening up too, as global indices add China’s stocks and bonds. As a result, investors can take advantage of the massive opportunities China has to offer. However, many are nervous about the risks involved, especially around environmental, social and governance (ESG) issues. We are here to help. We have invested in China for over 30 years and ESG considerations have always been at the heart of our approach. Today, we are more optimistic than ever, as ESG standards improve and China commits to being carbon neutral. To find out more about China’s risks and opportunities, listen to our one-hour online seminar where we explore the case for investing in China’s growth story, with a focus on ESG. The event also offers a unique opportunity to hear from our Chairman Sir Douglas Flint. He has deep experience on the strategic factors that influence China. Sir Douglas is the UK Treasury’s special envoy for China’s Belt and Road Initiative and was HSBC Chairman from 2010 to 2017.
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Investing in China: ESG matters
By:
Type: Video
China opened its economy to the world 40 years ago. Now markets are opening up too, as global indices add China’s stocks and bonds. As a result, investors can take advantage of the massive opportunities China has to offer. However, many are nervous about the risks involved, especially around ESG. We are here to help. We have invested in China for over 30 years and ESG considerations have always been at the heart of our approach. Today, we are more optimistic than ever, as ESG standards improve and China commits to being carbon neutral. To find out more about China’s risks and opportunities, tune in to this one-hour online seminar where we explore the case for investing in China’s growth story, with a focus on ESG. The event also offers a unique opportunity to hear from our Chairman Sir Douglas Flint. He has deep experience on the strategic factors that influence China. Sir Douglas is the UK Treasury’s special envoy for China’s Belt and Road Initiative and was HSBC Chairman from 2010 to 2017.
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Investing in China: ESG Matters
By:
Type: Video
China opened its economy to the world 40 years ago. Now markets are opening up too, as global indices add China’s stocks and bonds. As a result, investors can take advantage of the massive opportunities China has to offer. However, many are nervous about the risks involved, especially around environmental, social and governance (ESG) issues. We are here to help. We have invested in China for over 30 years and ESG considerations have always been at the heart of our approach. Today, we are more optimistic than ever, as ESG standards improve and China commits to being carbon neutral. To find out more about China’s risks and opportunities, listen to our one-hour online seminar where we explore the case for investing in China’s growth story, with a focus on ESG. The event also offers a unique opportunity to hear from our Chairman Sir Douglas Flint. He has deep experience on the strategic factors that influence China. Sir Douglas is the UK Treasury’s special envoy for China’s Belt and Road Initiative and was HSBC Chairman from 2010 to 2017.
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Investing in China: ESG matters
By:
Type: Video
China opened its economy to the world 40 years ago. Now markets are opening up too, as global indices add China’s stocks and bonds. As a result, investors can take advantage of the massive opportunities China has to offer. However, many are nervous about the risks involved, especially around ESG. We are here to help. We have invested in China for over 30 years and ESG considerations have always been at the heart of our approach. Today, we are more optimistic than ever, as ESG standards improve and China commits to being carbon neutral. To find out more about China’s risks and opportunities, tune in to this one-hour online seminar where we explore the case for investing in China’s growth story, with a focus on ESG. The event also offers a unique opportunity to hear from our Chairman Sir Douglas Flint. He has deep experience on the strategic factors that influence China. Sir Douglas is the UK Treasury’s special envoy for China’s Belt and Road Initiative and was HSBC Chairman from 2010 to 2017.
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China Suite Introduction Video
By:
Type: Video
China’s recent robust economic data was a positive surprise for analysts. KraneShares' Brendan Ahern introduces our China suite and explains why it currently may be an attractive entry point for China.
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Automotive Ecosystem Vision Study: Next-Generation Transportation Mobility
By: Zebra Technologies
Type: eBook
Changing customer expectations, the rise of electric vehicles (EVs), and unexpected global supply chain disruptions are pressuring the automotive industry to achieve new levels of service and efficiency. Manufacturers are fast-tracking their digitalization efforts. Learn why this is a critical moment for the automotive sector.
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China’s Internet Evolution
By:
Type: Replay
Rapid urbanization in China over the past decades led to a considerable increase in disposable income. At the same time, the rise of technology and internet adoption made China the largest online population in the world. As a result, a substantial part of China’s new middle-class consumption is occurring online. In this video, we check in with locals on the ground to see how these megatrends have changed their daily lives, and with industry experts to understand what this growth means for the future and for investors. We also look at how the KraneShares CSI China Internet ETF (Ticker: KWEB) offers the opportunity to capitalize on China’s thriving internet sector.
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China’s Stealth Bull Market Underscores China is Not a Trade & 2H Market Outlook
By:
Type: Talk
At the end of May 2020, market sentiment around China dipped. The US Senate passed a bill that could jeopardize Chinese companies’ US listings, and the viability of the Phase 1 trade deal was in question. One month later, investors brushed away the doomsday headlines, and China is now enjoying a formidable bull market that few were anticipating. By the end of June, China’s markets demonstrated their resiliency and delivered strong performance. The speed and intensity with which markets rose left many feeling like they may have missed the boat. In our view, when it comes to investing in China, it is not about whether or not you missed the boat, it is about being on the boat in the first place! We believe that investors often treat China as a tactical trade, and miss out on the performance and diversification benefits of holding China as a long-term strategic allocation. Join KraneShares investment professionals Brendan Ahern and Dr. Xiaolin Chen as they explore: - Why China is not a trade: China equity market characteristics that support holding it as a core portfolio allocation. - Does the China bull have legs? Potential catalysts that could drive China’s mainland A-shares higher. - Why investors are only now realizing that Chinese internet companies are significant beneficiaries of the post-COVID world.
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The Future of China A-Shares: Introducing the MSCI China A 50 Connect Index
By:
Type: Video
In November, KA50 began tracking the new MSCI China A 50 Connect Index. The equities tracked by the MSCI China A 50 Connect Index are the 50-largest, most-liquid A-Share stocks listed on the Shanghai and Shenzhen Exchanges available through Stock Connect and receive the most foreign interest and inflows. The new Index also offers the first officially recognized Futures contracts for Stock Connect-eligible A-shares, representing a powerful risk management tool for international investors.1 We believe the new Index may benefit from increased global investment in China’s onshore market over the long term. Join KraneShares Head of International, Dr. Xiaolin Chen, and MSCI Vice President, Shou Xu for a webinar on: An overview of the MSCI China A 50 Connect Index construction and why we believe switching to this index benefits investors How the MSCI China A 50 Connect Index’s unique methodology and composition may offer distinct advantages over other broad A-Share indexes Learn how to access what we believe is the highest quality representation of equity securities in Mainland China with minimal risk of market events through the KraneShares MSCI China A 50 Connect UCITS ETF (ticker: KA50)
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The Future of China A-Shares: Introducing the MSCI China A 50 Connect Index
By:
Type: Replay
In November, KA50 began tracking the new MSCI China A 50 Connect Index. The equities tracked by the MSCI China A 50 Connect Index are the 50-largest, most-liquid A-Share stocks listed on the Shanghai and Shenzhen Exchanges available through Stock Connect and receive the most foreign interest and inflows. The new Index also offers the first officially recognized Futures contracts for Stock Connect-eligible A-shares, representing a powerful risk management tool for international investors.1 We believe the new Index may benefit from increased global investment in China’s onshore market over the long term. Join KraneShares Head of International, Dr. Xiaolin Chen, and MSCI Vice President, Shou Xu for a webinar on: An overview of the MSCI China A 50 Connect Index construction and why we believe switching to this index benefits investors How the MSCI China A 50 Connect Index’s unique methodology and composition may offer distinct advantages over other broad A-Share indexes Learn how to access what we believe is the highest quality representation of equity securities in Mainland China with minimal risk of market events through the KraneShares MSCI China A 50 Connect UCITS ETF (ticker: KA50)
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Capturing Broad Exposure in China A-Shares
By:
Type: Video
Following the Party Congress in October, China is back to business and focused on growth. After seeing significant improvements surrounding removing COVID-zero policies, relaxation of the internet regulatory campaign, supporting troubled real estate developers, and cooperating with US regulators on auditing reviews, optimism is returning to the markets. However, frayed US-China relations are keeping some international investors on the sidelines. We believe this creates a compelling opportunity for China’s onshore market, whose domestic investor base focuses less on headline risk and more on improving fundamentals. During this webinar, KraneShares CIO Brendan Ahern covers: The KraneShares MSCI China A 50 Connect UCITS ETF Improvements in China's economy post-COVID The current state of US-China relations How multinationals continue to derive profit from China Pairing onshore and offshore equities to increase exposure to growth sectors China's macroeconomic conditions and outlook How holding the top 50 A-share stocks may benefit your portfolio
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China Unexplored
By:
Type: Talk
We are very pleased our China Evolution Equity Strategy is now available to you via an OEIC vehicle, which launched in December. In contrast to most Asian and Chinese funds, Portfolio Manager Wenli Zheng looks beyond the top 100 largest China stocks by market cap to identify mispriced assets. He focuses on the domestic A-share market in particular, which remains highly inefficient due to its retail-driven investor base. With the case for standalone China allocations growing-ever stronger, we believe this is a genuinely differentiated proposition. Join Portfolio Manager Wenli Zheng and Portfolio Specialist Rob Secker on 8th February at 10am to find out how they go beyond the obvious to find tomorrow's winners.
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China Unexplored
By:
Type: Talk
We are very pleased our China Evolution Equity Strategy is now available to you via an OEIC vehicle, which launched in December. In contrast to most Asian and Chinese funds, Portfolio Manager Wenli Zheng looks beyond the top 100 largest China stocks by market cap to identify mispriced assets. He focuses on the domestic A-share market in particular, which remains highly inefficient due to its retail-driven investor base. With the case for standalone China allocations growing-ever stronger, we believe this is a genuinely differentiated proposition. Join Portfolio Manager Wenli Zheng and Portfolio Specialist Rob Secker on 8th February at 10am to find out how they go beyond the obvious to find tomorrow's winners.
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China Q2 Review: From Voting Machine to Weighing Machine
By:
Type: Replay
"In the short run, the market is a voting machine, but in the long run, it is a weighing machine." This famous investment quote from legendary economist and former Warren Buffet professor Benjamin Graham is especially applicable to China's market today. Active fund managers are currently underweight to China as geopolitical headlines keep many on the sidelines. Yet companies in the China internet sector exhibit substantial revenue, net income, cash-on-hand, and other fundamentals compared to their US peers. So when will the market stop behaving like a popularity contest and start reflecting the actual value of Chinese internet companies? Join KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen as they examine Chinese equities performance for the quarter, discuss the return of high valuations in US equities, the impact of US-China tensions, and the asymmetric economic recovery currently underway in China. Topics include: —Why Amazon’s market cap is higher than all of KWEB’s holdings combined. —The impact of US-China political tensions on Chinese equities and investor behavior. —The potential for an economic rebound in China is driven by consumption, monetary easing, and fiscal support. —Challenges faced by developed markets and the implications for Chinese manufacturers. —Comprehensive Q&A.
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Inside CNBC’s East Tech West & Trends Driving China Innovation
By:
Type: Video
In this week's video, Xiabing Su attends CNBC's East Tech West event in Guangzhou, China, and explores the dynamic landscape of China's Greater Bay Area, a strategic technology, finance, and manufacturing hub. The event featured leading experts in the technology field. It highlighted three interconnected factors shaping China's future: industrial upgrading, sustainable development, and financial innovation. Speakers emphasized the fundamental role of Guangzhou in China's shift from manufacturing to a service and tech-led growth model. As experts discussed vital trends, sustainability and innovation took center stage, including the high adoption rate of electric vehicles and autonomous driving for passengers, deliveries, and logistics. Join Xiabing as she discusses how China's Greater Bay Area, often compared to Silicon Valley, serves as a gateway to the global market due to its well-connected transportation and logistics networks and underscores the country's commitment to modernization, sustainability, and adaptability, making it a compelling landscape for investors seeking opportunities in a rapidly changing economic environment.
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Investment implications of China's consumer comeback
By:
Type: Video
After China’s surprise reversal of the strict 0-Covid strategy at the end of 2022, and a sharp recovery in markets, investors must now consider if the strong returns from China in the last three months will turn into a sustainable recovery. In the US, monetary policy is tightening, and this is bringing the prospect of recession into focus. China is in the opposite situation. Inflation is under control and fiscal and monetary policy is accommodative. Join Nicholas Yeo, abrdn’s Head of Equities China, and Tom Harvey, Senior Equity Specialist, to discuss and explore the opportunities and challenges in China in 2023, the year of the Rabbit.
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Investment implications of China's consumer comeback
By:
Type: Video
After China’s surprise reversal of the strict 0-Covid strategy at the end of 2022, and a sharp recovery in markets, investors must now consider if the strong returns from China in the last three months will turn into a sustainable recovery. In the US, monetary policy is tightening, and this is bringing the prospect of recession into focus. China is in the opposite situation. Inflation is under control and fiscal and monetary policy is accommodative. Join Nicholas Yeo, abrdn’s Head of Equities China, and Tom Harvey, Senior Equity Specialist, to discuss and explore the opportunities and challenges in China in 2023, the year of the Rabbit.
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Two Distinct Opportunities in China Innovation and Technology
By:
Type: Talk
Recent regulation has created two distinct innovation and technology investment opportunities within China. While the scale of the measures introduced by Chinese regulators this year was extensive, they intend to tackle issues that present potential threats to China's long-term sustainable growth. As it looks like we may have reached the finish line for new regulation, leading China internet companies like Alibaba, Baidu, and Tencent are still trading at multi-year valuation discounts. At the same time, the trade/tech conflict with the United States woke China up to the importance of self-sufficiency and becoming a leader in core technology areas. This need gave rise to China's STAR Market, a Nasdaq-style board of the Shanghai Stock Exchange geared toward facilitating capital raising for leading companies in science, innovation, and technology. China is creating a fertile environment for these strategic companies to succeed, presenting a long-term growth opportunity. Join us for a webinar with KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen exploring: How regulation in China is driving innovation and sustainable growth Opportunities within China's internet and technology sectors How will reforms in the short and long term impact industry and growth? Learn how to access these distinct China innovation and technology opportunities through the KraneShares CSI China Internet UCITS ETF (KWEB) and the KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF (KSTR)
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Two Distinct Opportunities in China Innovation and Technology
By:
Type: Replay
Recent regulation has created two distinct innovation and technology investment opportunities within China. While the scale of the measures introduced by Chinese regulators this year was extensive, they intend to tackle issues that present potential threats to China's long-term sustainable growth. As it looks like we may have reached the finish line for new regulation, leading China internet companies like Alibaba, Baidu, and Tencent are still trading at multi-year valuation discounts. At the same time, the trade/tech conflict with the United States woke China up to the importance of self-sufficiency and becoming a leader in core technology areas. This need gave rise to China's STAR Market, a Nasdaq-style board of the Shanghai Stock Exchange geared toward facilitating capital raising for leading companies in science, innovation, and technology. China is creating a fertile environment for these strategic companies to succeed, presenting a long-term growth opportunity. Join us for a webinar with KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen exploring: How regulation in China is driving innovation and sustainable growth Opportunities within China's internet and technology sectors How will reforms in the short and long term impact industry and growth? Learn how to access these distinct China innovation and technology opportunities through the KraneShares CSI China Internet UCITS ETF (KWEB) and the KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF (KSTR)
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China – Too Big to Ignore
By:
Type: Talk
Join our panel of China experts, on 21 October at 14:00 BST / 15:00 CET, as they discuss why China’s deep and dynamic investment landscape is becoming too big to ignore. The panel will address the investment implications of heightened regulatory tensions and recent market sell-offs and share how these policy changes have impacted their outlooks. China is undergoing a social and economic evolution at a rapid pace following the pandemic disruption. Rising demographics; a focus on domestic growth; a commitment to a greener future; and continued contributions to the global economy provide fertile ground for investors. During this discussion, we will explore insights on China’s economic trajectory, key innovations that are underway in the country, its appeal relative to global equity markets, and post-COVID tailwinds that may benefit the country.
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Back to Business for China & 2023 Outlook
By:
Type: Talk
2022 ended on a high note. China removed its zero-COVID policy, and the Public Company Accounting Oversight Board (PCAOB) announced that it had secured complete access to inspect and investigate Chinese firms for the first time in history. This news comes as the China Economic Work Congress (CEWC) commenced, China's largest economic conference, where pro-domestic consumption policy was the major focus. With the end of zero-COVID, the PCAOB news, and the CEWC, China is poised to get back to business and make progress on key policy issues. In this webinar, KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen will review China's tech sector performance during 2022, dissect the main takeaways from the PCAOB announcement and policy out of the CEWC, and provide an outlook for 2023. During the webinar, we will cover the following: Market review of 2022 Insights on US-China relations, dynamic zero-COVID, and real estate policies Post-CEWC commentary on domestic consumption Outlook for 2023 Comprehensive Q&A 1 CPD Credit Available. Email: ce@kraneshares.com for credit.
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China Welcomes Back Global Investors
By:
Type: Video
In this week’s video, Xiabing Su joins KraneShares CEO Jonathan Krane and Head of International Dr. Xiaolin Chen in Beijing as they strengthen connections and explore future collaborative opportunities in China. The team arrived in Beijing with a packed agenda of meetings, including engagements with clients, partners, asset managers, and Chinese regulators. Their insights into China's capital markets were met with receptive responses, signaling the nation's warm welcome for global investment. Krane conveyed optimism over the productive sessions and blossoming partnerships, predicting a constructive year for China's markets as global investors regain confidence. Dr. Chen, experiencing a homecoming after over a year away, observed dramatic improvements alongside reassuring familiarity. As the trip concluded, the team visited the iconic Lama Temple, where Krane reflected on his book, "The China Dream.” Join Xiabing on this engaging journey fortifying East-West connections and for compelling insights into China's unfolding renaissance.
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Automotive HMI Test Automation
By: Keysight
Type: Product Overview
Discover how Keysight Eggplant's integrated end-to-end testing solution can elevate the efficiency, quality, and safety of your automotive HMI testing. Explore advanced computer vision technology and seamless integration capabilities to streamline your testing processes and deliver superior business outcomes. Read the white paper to learn more.
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A Quarter with Two Halves: China Internet Sector Update
By:
Type: Talk
Q1 2021 was a Jekyll and Hyde story for the China internet sector. With lots of bullish momentum pre-Chinese New Year, that saw a dramatic reversal in the second half of the quarter. Despite all this, top China Internet stocks reported solid Q4 earnings underscoring that online user growth and consumer spending have continued to grow even as the pandemic receded in China. In this webinar, Chief Investment Officer Brendan Ahern and Head of International, Dr. Xiaolin Chen, will unpack the China Internet sector’s Q1 performance. Topics will include: - How the global vaccine rollout, the Archegos Capital unwind, and increased regulation have impacted the sector's performance. - Earnings, revenue, valuation, and subsector performance overview - Taking a strategic approach to incorporating China Internet into a portfolio. - What lies ahead? China's 14th Five Year Plan, new IPOs, and a return of US-China diplomacy
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The Differences Between Patent Applications in China and the US
By:
Type: Talk
China has become a critical jurisdiction for patents in recent years, but many international companies are surprised by the different requirements for patent applications in China from the US and elsewhere. This webinar will compare the two systems, focussing particularly on inventiveness, where the differences are significant and can trip up international companies. Chinese law requires new inventions to possess prominent substantive features and indicate notable progress over the prior art, but the steps used to get to those thresholds have distinct differences from US analyses of obviousness. Join us to learn more about these distinctions, and how you can ensure your patent applications can be successful in both the US and China.
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What's Driving China's Trillion Dollar Health Care Market?
By:
Type: Talk
China is one of the fastest-growing major health care markets globally, with a five-year compound annual growth rate of 13%, compared to just 3% in the United States and 2% in Japan*. In 2015 China surpassed Japan to become the second-largest health care market globally**. Since then, total health care expenditure in China has nearly doubled from $594 billion to over $1 trillion in 2019***. Join us for a webinar on China's growing health care sector with KraneShares CIO, Brendan Ahern, and Head of International, Dr. Xiaolin Chen. Topics covered will include: ○ Factors driving growth: How China's aging population, rising incomes, and increasing urbanization may provide a sustained catalyst for growth in China's health care sector. ○ An overview of the China health care ecosystem, including Patent and generic pharmaceuticals, medical equipment production, hospital administration, biotechnology, traditional Chinese medicine, health care IT. ○ Living in a post-COVID-19 world: What's on the horizon for health care in China. ○ Accessing the opportunity: An introduction to the MSCI All China Health Care Index ETF (LSE: KURE). *Statista, “Health expenditure in China from 2000 to 2018”, retrieved 31 Dec 2020. **Major health care markets defined as top five global markets by the World Health Organization. Data from the World Health Organization as of 31 Dec 2015. ***Statista, “Total health care expenditure China 2019”, retrieved 31 Dec 2020.
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How is growth in China evolving?
By:
Type: Talk
Siguo and David will discuss the key trends the team believes will reshape China’s economic opportunities
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China Connectivity - How to Ensure Global Network Connectivity & Performance
By:
Type: Replay
Globalisation is a core driver for digital transformation in the enterprise, and China plays a strategic role as a hub for partners and suppliers as well as a source of skilled labour, so the importance to ensure connectivity and performance between China and Europe is paramount. With its high growth and the strategic importance of the Chinese market, China is now top of the list of countries to expand to and to invest in internationally. Developing business operations into China offers huge potential. However, enterprise network connectivity in China presents local challenges, ranging from the availability and quality of internet connectivity to providing proof of compliance with local regulations. In this webinar, we will explore the top challenges faced by global enterprises when connecting employees, customers, partners, and suppliers in the China region. We pull together both partners and customers of Aryaka, a Cloud-First WAN company as well as its technical team members to investigate real world experiences of German and Chinese companies and to give insight into major trends in the market. TOPICS: We will deep dive into some of the top China connectivity challenges: + Low latency + Optimised connectivity + Application optimisation + Performance AGENDA: What are the top China connectivity challenges? - A general overview of the major painpoints from Aryaka (Klaus Schwegler) - Real life experience sharing from a German Customer - TUV Rheinland Group (Shin Sterneck) How is the market developing? What are the major trends? - A view from an Aryaka Partner in China - Beijing Entronet (Richard Chen) What challenges do companies face connecting to China? - A technical analysis from Aryaka (Natraj Iyer) Real life experience sharing from a Chinese Customer - Kawo (Alex Duncan)
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2021 Wrap-Up and the Future of China's Internet and Technology Sector
By:
Type: Video
In 2021 China shifted its growth trajectory from a focus on quantity to quality. New regulations are at the heart of the shift, which has created distinct opportunities for investors interested in capturing the China opportunity. As the regulatory uncertainty that hampered performance in the latter half of 2021 subsides, China's offshore internet companies are emerging with a new playbook. Simultaneously, China's onshore Nasdaq-like STAR Market continues to serve as a critical funding source for innovation-driven companies of strategic importance*. Join us for a webinar with KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen exploring: • Overview of the Holding Foreign Companies Accountable Act (HFCAA) and the future of US-listed Chinese companies • How China's shift in growth focus to quality is driving innovation and sustainable growth opportunities within China's internet and technology sectors • How the wrap up of regulations and new party leadership in 2022 will impact industry and growth • How to access these distinct China innovation and technology opportunities through the KraneShares CSI China Internet ETF (KWEB) and the KraneShares SSE STAR Market 50 Index ETF (KSTR) *SCMP, “Star Market, a ‘breakthrough in 30-year history of China’s stock market’, gets off to shining start as all debutants see share prices soar”, July 22, 2019. Retrieved on 11/30/21.
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Return to China, Visiting Old Friends & Launching New Green Initiatives
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Type: Video
In this week's video, Xiabing Su joins KraneShares' founder and CEO Jonathan Krane, the former US ambassador to China Terry Branstad, and the former US ambassador to Singapore, and KraneShares' general counsel David Adelman on their first trip to China in three years. Krane expressed his excitement to reconnect with old friends and meet with business partners, including China International Capital Corporation (CICC). Krane noted that China's streets were extremely busy and seemingly "fully back to work." For Branstad, the trip coincided with the 40th anniversary of the sister-state agreement he helped establish between Iowa and Hebei Province. He participated in a commemoration ceremony and met with the current governor of Hebei Province, Wang Zhengpu, among other meetings. Branstad stated, "The Chinese people appreciate the quality of American food. And the American consumer appreciates the quality and affordability of Chinese consumer products. So even though we have differences, we need to continue to trade with each other." Adelman noted that while he had a few different purposes for visiting China, establishing the US-China Green Institute was his top priority. The US-China Green Institute is a nonprofit founded to work across the Pacific in both the US and China on climate change and green initiatives. Adelman said, "It has been three years since I've been back. And we've been warmly welcomed, which is not surprising, but it's still fantastic." Xiabing concluded by stating, "Cooperation is the way to a win-win relationship. We hope that the US and China can work together and create more opportunities for the whole world."
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Our Post APEC Trip to China: Promoting Green Initiatives
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Type: Video
In this week's video, Xiabing embarks on a journey across China to engage with officials and business leaders, aiming to inspire future collaborations on green initiatives. She is accompanied by the founder and CEO of KraneShares, Jonathan Krane, former US ambassador to China, Terry Branstad, and former US ambassador to Singapore and KraneShares General Counsel, David Adelman. Following positive dialogues between the US and China at the highest level during the APEC conference in San Francisco, this visit by KraneShares marked the first American delegation to China post-conference. The team discussed diverse areas of potential cooperation between the two nations, specifically focusing on green initiatives that address climate issues such as carbon markets, food security, renewable energy, and people-to-people exchanges. Join Xiabing as she and her colleagues discuss the vast opportunities for collaboration between the US and China on green initiatives, highlighting China's receptive stance towards business.
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Get Your “A” Game On – KraneShares and MSCI Discuss Investing in Mainland China
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Type: Talk
With the recent loan prime rate cut and further reserve requirement ratio cuts on the horizon, China is entering a period of easing just as rates rise in the United States. As China equities appear attractive from a policy standpoint, mainland and international investors are increasingly on the same page regarding which subset of China A-shares they prefer. Since October 2021, foreign investors can now hedge their A-shares exposures for the first time thanks to futures contracts launched by the Hong Kong Stock Exchange based on the MSCI China A 50 Connect Index. A disproportionate percentage of the $67 billion of net buying from foreign investors through the Stock Connect program in 20211 focused on the largest, most liquid stocks2, the same segment the MSCI China A 50 Connect Index tracks. The index is just as popular with domestic Chinese investors. Since October, three ETFs launched in the Mainland that track the MSCI China A 50 Connect Index have attracted over $4.5 billion assets under management.3 Join KraneShares Chief Investment Officer, Brendan Ahern, Head of International, Dr. Xiaolin Chen, and MSCI Vice President Shou Xu as they discuss: China easing and its impact on A-shares The future of China A-share investing The MSCI China A 50 Connect Index How KraneShares tracks the evolution of the A-share market with KraneShares MSCI China A 50 Connect UCITS ETF (ticker: KA50), an index-tracking, passively managed fund. 1.) Data from Bloomberg as of 12/31/2021 2.) Liu Kevin “Understanding China’s post-pandemic new normal and long-term trends” CICC November 2021 3.) Data from Bloomberg as of 1/25/2022 This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions
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The Evolution of China’s Approach to Cyber Operations
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Type: Talk
M-Trends 2022 provides insights on the changing strategies behind China’s approach to cyber operations. Historically, China has used its cyber capabilities to secure regional power and ensure it is a vital component of the world’s economy and global supply chain. China’s cyber activities have undergone several changes and reorganizations over the years. Join Cristiana, one of Mandiant’s principal threat analysts, as she provides an overview of China’s cyber operations including strategic realignments and retooling within groups that closely align to priorities of the implementation of China’s 14th Five-Year Plan. Stay ahead of this nation-state threat by understanding the attacker characteristics and what they could mean for your organization’s security posture. Topics of discussion will include: • Restructuring and centralization of power • Attacker tactics, techniques, and procedures (TTPs) • Geopolitics and regional outlook
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IFLR1000 China Awards 2021
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Type: Talk
IFLR1000 China Awards cap off many months of research into the most innovative domestic transactions in China and the individuals and teams behind them. They also shine a light on key trends and developments as well as the rising stars who will come to shape the market. The awards celebrate domestic work only- to go alongside the IFLR1000 China rankings. Many of the transactions shortlisted in the awards showcase legal innovation in interpreting, implementing and exploring new rules and finding new ways of structuring that develop markets and enable investment and growth- something vital at this time. Join us to find out the 2021 winners.
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The Reopening of China’s Economy and Investing Post COVID-19 Quarantine
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Type: Replay
With the spread of the virus nearly halted, life in China has cautiously returned to normal. Despite the turmoil in global markets caused by COVID-19, thus far, China seems to have been successful in its approach to fighting the pandemic. But what does the "new normal" look like in China? And what has the economic impact of COVID-19 been so far? We believe there will be lessons for the rest of the world from China's experience as we look forward with optimism to re-openings around the globe. Please join us for a webinar exploring the topic: COVID-19 and China's Reopening. The event will feature a joint presentation by KraneShares Chief Investment Officer, Brendan Ahern, and our Beijing-based colleague Kevin Liu, Executive Director, at China International Capital Corporation. Key Topics: What does the "new normal" look like in China? Decoding the potential impact of the upcoming "two-sessions" policy meetings China's earnings season results/outlook Winners and losers: investing post-quarantine
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China Green Bonds and High Yields: Investing with certainty in 2021
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Type: Talk
China’s economic recovery broadened at the end of 2020 as both retail sales and industrial production growth accelerated, and should be the only G20 country to record positive growth in 2020. What’s more, as the second largest bond market in the world, China is now putting more and more efforts to open up its financial markets to foreign investors. In a world in which a huge portion of the highest quality fixed income has dropped into negative yield territory, it is critical for institutional investors to re-evaluate their positioning now if they want to invest with some certainty in an uncertain era. Join our experts from Ping An of China Asset Management (Hong Kong), a trusted partner for global investors seeking China expertise, as they share the key trends and opportunities in onshore and offshore fixed income markets of China, covering Green Bonds, High Yields, RMB Bonds, Private Credits, etc. Speakers: – Dr Sean Chang, Head of Fixed Income and Cash Management, Ping An of China Asset Management (Hong Kong) – Grace Ng, Director - Fixed Income Portfolio Manager, Fixed Income and Cash Management, Ping An of China Asset Management (Hong Kong) Moderator: Brendan Maton, IPE
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Export control risks in China: compliance in the face of US sanctions
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Type: Talk
Given the persistent and far-reaching impact of the decoupling and geopolitical tensions between the US and China, businesses are encountering multifarious and formidable challenges of an unprecedented nature. These include tightening export control measures, mass sanction designations, and other national security-related restrictive measures. Also, the Chinese government has been updating and reinforcing its export control and sanction regimes to safeguard its own national security. In light of the current trends, it is beneficial for industry practitioners, particularly multinational corporations, to carefully review their business operations to identify any potential areas for improvement. This can help them to address any compliance and supply chain issues that may arise, while also ensuring that they remain compliant with any applicable export control and sanction regulations. In this webinar on January 25, Harry Zhang, a partner at KPMG China, will discuss China's new export control and sanction policies, and share his perspective on the latest US sanctions against China. The presentation will include cases that demonstrate common compliance and risk control errors that businesses might face. The objective is to ensure that companies remain in line with applicable regulations and standards, while reducing their exposure to risk. Key topics that will be covered include: • The overall introduction of the export control regime in China, and the counter-sanctions and blocking measures regulations; • The US export control and sanction measures targeting China and the corresponding impact on businesses; and • The new regulatory and risk environment for multinational corporations in China and typical compliance omission cases. Sign up now for this free webinar and learn more about the impact of the new compliance environment confronting businesses with operations in China.
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What’s next for foreign investors’ China portfolios
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Type: Replay
China has enjoyed significant growth to become the world’s second-largest economy and its rate of economic growth continues to outstrip those of developed markets despite the slowing effects of its recent zero-Covid policy. But foreign participation in its capital markets has not matched this growth, and while many barriers to foreign investment have been removed, market friction persists. Join us in this session as industry experts discuss: - Main factors influencing allocation decisions in China - Key challenges foreign investors faced when accessing China - Market reforms foreign investors would like to see - Future landscape of China’s capital markets Presenters: Magdalene Tay, Head of Global Markets Management, Asia Pacific, Asset Servicing and Digital, BNY Mellon Akinchan Jain, Head, Asset & Liability Operations, World Bank Treasury Senan Yuen, Head of Investment, China, Fidelity International
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What’s next for foreign investors’ China portfolios
By:
Type: Replay
China has enjoyed significant growth to become the world’s second-largest economy and its rate of economic growth continues to outstrip those of developed markets despite the slowing effects of its recent zero-Covid policy. But foreign participation in its capital markets has not matched this growth, and while many barriers to foreign investment have been removed, market friction persists. Join us in this session as industry experts discuss: - Main factors influencing allocation decisions in China - Key challenges foreign investors faced when accessing China - Market reforms foreign investors would like to see - Future landscape of China’s capital markets Presenters: Magdalene Tay, Head of Global Markets Management, Asia Pacific, Asset Servicing and Digital, BNY Mellon Akinchan Jain, Head, Asset & Liability Operations, World Bank Treasury Senan Yuen, Head of Investment, China, Fidelity International
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The Future of Opportunity – China’s Reopening
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Type: Talk
As China enters the Year of the Rabbit, our house view sees a combination of economic reopening, real estate stabilization and pro-growth government policy resulting in a significant macro rebound in 2023. Join us on February 28 at 8am EST for a deep dive on the latest developments on China’s reopening, its impact on the global economy and the opportunities across asset classes and sectors. Our esteem panel includes: - Jing Liu, Chief Economist, Greater China, HSBC - Steven Sun, CFA, Head of Research, HSBC - Sarah Salih, Head of Regional Coverage, Americas, Global Banking, HSBC (Moderator)