China: rhetoric vs reality - BNY Mellon Global Emerging Markets and Asia update

Presented by

BNY Mellon Economists, Lale Akoner & Aninda Mitra. GEM Fund Managers, Paul Birchenough & Ian Smith

About this talk

It’s been just over a year since president Xi Jinping announced China’s ambition of reaching peak CO2 emissions before 2030 and achieving “carbon neutrality” before 2060. But will those words be matched by actions? In a world where unexpected State intervention can wipe billions off a company’s valuation in the blink of an eye how should investors respond to the concerns and opportunities presented by ESG in emerging markets? For Newton’s Global Emerging Markets team, the only answer is a selective approach to allocation informed by a long-term thematic framework, granular research and an in-depth understanding of the interplay between macro and geo-political risk. Join Lale Akoner and Aninda Mitra, Investment Strategists and Economists at BNY Mellon Investment Management and emerging market and Asian equities managers at Newton Investment Management, Ian Smith, and Paul Birchenough, as they make the case for active management in a world of change.

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