Kevin Liu, Executive Director and Strategist of CICC Research and Brendan Ahern, Chief Investment Officer of KraneShares will provide their outlook for China's economy and capital markets for the remainder of 2019.
China Q3 GDP further weakened, but September data improved sequentially, thanks to the marginally stepping-up counter-cyclical policy efforts (both monetary and fiscal). What can we expect for growth and policy in 4Q?
Should we worry about the combination of lower growth but higher inflation in China? How long the abnormally high food CPI due to the surging hog price might last? How it might affect the monetary policy and stock market?
What can we expect from the "so-called" phase one trade deal, from China, policy and market sentiments, RMB?
Where are we now in terms of market-style rotation, growth vs. value? What is the main driver of the recent outperformance of banks in the A-share market?
As MSCI is about to further lift its inclusion ratio of A-shares and also start to include mid-caps in November, what can we expect in terms of flows?