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China A-Shares: Smart hedge on Trump-Xi trade talks

As most world markets face a binary outlook dependent on a breakthrough in the US-China trade talks, the surprise outperformer is domestic A-shares. East Capital portfolio manager Dmitriy Vlasov assesses opportunities in the second-biggest equity market globally in a special webinar interview with emerging markets author and journalist Gavin Serkin.
Recorded Jun 5 2019 31 mins
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Presented by
Dmitriy Vlasov, Portfolio Manager, East Capital
Presentation preview: China A-Shares: Smart hedge on Trump-Xi trade talks

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  • Channel
  • Channel profile
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    Russia, suddenly, seems reassuringly boring. The ruble is no longer whipsawed by oil. Corporate governance is improving, and reserves are approaching the magic 7% of GDP beyond which lies economic stimulus. There’s even a thaw in relations with Ukraine. With valuations among the cheapest in emerging markets, now is the time to take a closer look at Russia.
    Understand how to approach Russia’s unloved stock market in our live webcast with East Capital’s Jacob Grapengiesser, in interview with the emerging markets author and journalist Gavin Serkin.
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    Mention frontier markets to the average investor, and listen for a sharp intake of breath and woe betide warnings of extreme risk. Here’s the point they’re missing: annual volatility has been consistently lower across the frontier than in emerging or developed markets, and with lower correlation to global shocks.
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    Register to find out more and pose your questions.
  • China A-Shares: Smart hedge on Trump-Xi trade talks Recorded: Jun 5 2019 31 mins
    Dmitriy Vlasov, Portfolio Manager, East Capital
    As most world markets face a binary outlook dependent on a breakthrough in the US-China trade talks, the surprise outperformer is domestic A-shares. East Capital portfolio manager Dmitriy Vlasov assesses opportunities in the second-biggest equity market globally in a special webinar interview with emerging markets author and journalist Gavin Serkin.
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  • Title: China A-Shares: Smart hedge on Trump-Xi trade talks
  • Live at: Jun 5 2019 11:00 am
  • Presented by: Dmitriy Vlasov, Portfolio Manager, East Capital
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