China A-shares: economy resumption and market outlook in a post-lockdown context

Presented by

East Capital: Dmitriy Vlasov, Portfolio Manager

About this talk

Join us for a webinar where Dmitriy Vlasov (Portfolio Manager covering A-shares, based in Hong Kong) will discuss current market outlook in China after the re-start of the economic activity. To assess the momentum in China A-shares, we will comment about recent economic trends, first quarter earnings’ results and portfolio positioning in a post-outbreak world; following this general part, the discussion will be focusing on Healthcare, one of the sectors we favor in the present context. Duration: 45 min.

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An independent asset manager specialised in emerging and frontier markets. Since day one, we have set out to be a long-term, active and responsible investor.