Name: Investment implications of China's consumer comeback
Start: 2023-03-28T18:57:00Z
End: 2023-03-28T18:57:46.000Z
Location: BrightTALK
Rating: 0

We value original thinking, due diligence and first-hand research. Our mission is to deliver strong investment performance and exemplary client service, through consistent active management processes across diverse asset classes.

Developing markets present some of the greatest growth potential in a post-pandemic world. As incomes rise and urbanization expands, rates of consumption are rapidly outstripping developed markets, with Emerging Asia set to deliver economic outperformance by 2050 and beyond. Interest rates, the US dollar, and recovery in China have been driving inflows into emerging markets for months. Yet many emerging market companies still trade well below their long-term averages.

How do we think these themes will play out? And what investment opportunities are we seeing in the current climate? 

Please join us as some of our experts take a deeper dive into these key questions, and more.

Emerging markets: Ready for a resurgence

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A year of rising interest rates, high inflation, geopolitical instability and general market volatility has many investors feeling fatigued. While the start of a new year won’t automatically usher in a reset, it’s important for investors to try to tune-out short-term noise and zero-in on long-term opportunities as 2022 wanes. 

In our view, the intersection of emerging markets and commodities presents one such compelling, long-term opportunity. Join Abigail Watt, abrdn Research Economist, Tom Harvey, Senior Equity Specialist, and Dan Magnusson, Senior Director, ETFs, as they discuss our macroeconomic outlook for 2023 and identify the themes and trends that underpin both EMs and commodities.

2023 Outlook: The intersection of EMs and Commodities

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Market volatility throughout the first half of 2022 may have investors feeling like they’re facing an uphill battle. This webcast details our market outlook, explores the challenges that different asset classes face and identifies the opportunistic areas of the market that could help them overcome the uncertainty. 

In this discussion, James McCann of the abrdn Research Institute shares a macroeconomic outlook for the second half of the year. Then, Joanne Irvine, Deputy Head of Global Emerging Markets Equities, and Craig Mellow, EM journalist at Barron's, analyze the asset classes that have struggled the most in today’s complex, challenged market environment. And finally, Jonathan Mondillo, Head of Municipals, and Darren Wolf, Global Head of Investments – Alternative Investment Strategies, pinpoints the places in the markets where we believe opportunities can be found.

Running up that hill: Midyear Outlook 2022

Join us for this webinar on China with Ben Sheehan, Senior Investment Specialst, Asian Equities, Ed Glossop, Research Economist, and Nicholas Yao, Head of Asian Equities.

China: Macro vs. fundamentals

Join us for a live discussion about the conflict between Russia and Ukraine, its geopolitical and macroeconomic implications, and what it all means for markets and investors.   abrdn Speakers James McCann (Deputy Chief Economist), Devan Kaloo, (Global Head of Public Markets), Ralph Bassett (Head of North American Equities), Stan Kiang, (Senior Director, ETFs) are joined by moderator Abigail Watt (Research Economist).

Russia and Ukraine: The changing situation - March 16 update

Join us for a live discussion about the conflict between Russia and Ukraine, its geopolitical and macroeconomic implications, and what it all means for markets and investors.   abrdn Speakers Jeremy Lawson (Chief Economist), Devan Kaloo, (Global Head of Public Markets), Brett Diment (Global Head of Emerging Market Debt), Edward Glossop, (Emerging Market Economist)

Russia and Ukraine: The changing situation - March 3 update

Our panel of experts discuss what issues investors in China face today and what they may be able to expect in the Year of the Tiger and beyond.

Some of the questions explored include:

• How will China's “zero-Covid” strategy play out?
• Can inflation in China remain subdued amid surges in the developed world?
• Should we expect more far-reaching regulatory interventions in the near term?

Tom Harvey (Senior Equity Specialist), Don Amstad (Gobal Head of Client Growth), Nicholas Yeo (Head of Equities – China) and Ed Goh (Head of Fixed Income – China) will tackle these questions and more in what promises to be a lively, informative, interactive session.

Will Chinese markets roar in the Year of the Tiger?

Emerging market investors face a number of headwinds. Inflation is high and climbing. Central banks, both in emerging markets and globally, are tightening policy. The Chinese economy has slowed, as the country’s zero-Covid-19 policy takes its toll and regulations hit home. The geopolitical landscape remains a morass. So, the question is: do emerging markets make a compelling long term investment?  

In our view, 2022 will undoubtedly be a challenging environment for investors. However, valuations in both equity and bond markets have already priced in these headwinds to a large extent. As such, we believe this creates an attractive environment for diligent investors with proven research and selection skills.

In this webinar our experts discuss what they’ve learnt through their 35 years on-the-ground-experience of investing in emerging markets. Learn about how markets and companies have been transforming, and the evolution of investing strategies over time. We will also take  a closer look at the growing importance of ESG factors in the emerging market investing, particularly with respect to seeking alignment to the UN’s Sustainable Development Goals (SDG).

Looking into the next generation of Emerging Markets

Investors often overlook international small-cap stocks. However, we believe that there are compelling reasons to consider international small caps now, as markets face major thematic shifts: aging populations, the energy transition and an ever-more digital world. These trends are here to stay and international smaller companies help investors capitalize on market disruptions.

Global shifts support international small caps

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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.

China: What next?

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.

Investment implications of China's consumer comeback

Emerging Markets

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Investment implications of China's consumer comeback

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