As trade tensions appear to be pushing the US and China apart politically, ironically, US investors have never held as much China in their portfolios as they do now––thanks to the MSCI inclusion. We believe sentiment-driven volatility is creating both a value and growth opportunity in China, especially in areas focused on the domestic Chinese consumer, which remain largely insulated from the trade war, and will likely be beneficiaries of policy support.
In this webinar, Bill Fagan, KraneShares West Coast Director, discussed:
• Scenario Analysis of the Trade War
• The Rise of the Emerging Market Consumer and the China Internet Sector
• MSCI Inclusion and opportunities in China’s Mainland market that may help optimize both China and EM performance
Click here to download the PowerPoint Presentation PDF.
Watch the full presentation below.
Contact Information
Bill Fagan
Director, West Coast
bill.fagan@kraneshares.com