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Life in Shanghai - Post Quarantine Lift

Long lines at the Apple store, packed bars, and restaurants – with #covid19 under control #Shanghai was alive again during last week’s Golden Week Holiday.
Recorded May 15 2020 2 mins
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  • The ‘Nasdaq of China’ is Here: Overview of Shanghai’s STAR Market Recorded: Jun 22 2021 84 mins
    Brendan Ahern & Dr. Xiaolin Chen
    On May 26th, we launched the KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF (Ticker: KSTR) offering exposure to the SSE Science and Technology Innovation Board (STAR Market) – described in a recent Bloomberg headline as the “Nasdaq of China”.

    Since its establishment in July 2019, the STAR Market has become one of the largest IPO markets globally and a premier listing venue for prominent Chinese “unicorns” – privately held startup companies valued at over $1 billion. In just over a year, the STAR Market facilitated 200 companies to raise $44 billion.1 The increase in fund-raising activity on Chinese exchanges last year is mainly attributable to new STAR Market listings, which accounted for 47% of capital raised across China’s Mainland A-Share market in 2020.2

    In this webinar ICBC portfolio manager Jackson Yu, CFA, and ICBC Director of Sales, Joe Fan, CAIA, join KraneShares CIO Brendan Ahern, and KraneShares Head of International, Dr. Xiaolin Chen, to discuss:

    What is the STAR market, why was it formed, and what differentiates it from other exchange boards?
    How growth-oriented companies listed on the STAR Market differ significantly from companies on other A-share listing venues.
    As select STAR Market companies becoming eligible for the Hong Kong Stock Connect program, there could be an influx of new investors.
    Potential MSCI inclusion of Connect-eligible names could benefit the STAR market as a whole.
    Potential diversification benefits from adding STAR Market exposure to portfolios.
  • A Quarter with Two Halves: China Internet Sector Update Recorded: Apr 28 2021 63 mins
    Dr. Xiaolin Chen and Brendan Ahern of KraneShares
    Q1 2021 was a Jekyll and Hyde story for the China internet sector. With lots of bullish momentum pre-Chinese New Year, that saw a dramatic reversal in the second half of the quarter. Despite all this, top China Internet stocks reported solid Q4 earnings underscoring that online user growth and consumer spending have continued to grow even as the pandemic receded in China.

    In this webinar, Chief Investment Officer Brendan Ahern and Head of International, Dr. Xiaolin Chen, will unpack the China Internet sector’s Q1 performance. Topics will include:

    - How the global vaccine rollout, the Archegos Capital unwind, and increased regulation have impacted the sector's performance.
    - Earnings, revenue, valuation, and subsector performance overview
    - Taking a strategic approach to incorporating China Internet into a portfolio.
    - What lies ahead? China's 14th Five Year Plan, new IPOs, and a return of US-China diplomacy
  • What's Driving China's Trillion Dollar Health Care Market? Recorded: Feb 2 2021 60 mins
    KraneShares' Brendan Ahern & Dr. Xiaolin Chen
    China is one of the fastest-growing major health care markets globally, with a five-year compound annual growth rate of 13%, compared to just 3% in the United States and 2% in Japan*. In 2015 China surpassed Japan to become the second-largest health care market globally**. Since then, total health care expenditure in China has nearly doubled from $594 billion to over $1 trillion in 2019***.

    Join us for a webinar on China's growing health care sector with KraneShares CIO, Brendan Ahern, and Head of International, Dr. Xiaolin Chen. Topics covered will include:

    ○ Factors driving growth: How China's aging population, rising incomes, and increasing urbanization may provide a sustained catalyst for growth in China's health care sector.

    ○ An overview of the China health care ecosystem, including Patent and generic pharmaceuticals, medical equipment production, hospital administration, biotechnology, traditional Chinese medicine, health care IT.

    ○ Living in a post-COVID-19 world: What's on the horizon for health care in China.

    ○ Accessing the opportunity: An introduction to the MSCI All China Health Care Index ETF (LSE: KURE).

    *Statista, “Health expenditure in China from 2000 to 2018”, retrieved 31 Dec 2020.
    **Major health care markets defined as top five global markets by the World Health Organization. Data from the World Health Organization as of 31 Dec 2015.
    ***Statista, “Total health care expenditure China 2019”, retrieved 31 Dec 2020.
  • China Fixed Income – What The World’s Second Largest Bond Market Has to Offer Recorded: Dec 16 2020 54 mins
    China's fixed income market has been systematically under-allocated in global portfolios; this could be a mistake.

    In the current market environment, one-third of issued debt worldwide carries a negative yield. The 10-year US Treasury yield lags its equivalent Chinese Government Bonds (CGBs) by nearly 240 bps*. Additionally, the expected billions of dollars of inflows to the China onshore bond market due to global index inclusion efforts will continue to serve as a catalyst to support our view of the asset class.

    In this webinar, KraneShares' Dr. Xiaolin Chen and Sjef Pieters, and Citigroup's Melvyn Merran and Christine Lu explore how China's yield profile and rising international utilization make China fixed income a bright spot to consider for investors' portfolios.

    *Data from Bloomberg as of 10 Dec 2020
  • Finding Sustainable Investments Recorded: Dec 2 2020 59 mins
    Allan Lane, Algo-Chain | Sarah Tunnell, Alliance Bernstein | Xiaolin Chen, KraneShares | Jake Moeller, Square Mile Research
    Having a pre-defined, long-term investment framework is critical when designing a thematic portfolio. Sustainable Investing frameworks requires both of these elements. But, does sustainable investing increase AUM through inflows, or does it actually drive alpha? For investors in ESG, the United Nations' 17 Sustainable Development Goals provides a great success framework for investors - and it is also good for branding. But, how strictly and widely-used is this framework? And, is this effort to outline success in a detailed way actually driving success in sustainable thematic portfolios?

    Join this webinar to:
    - Understand the keys to whether investments adhere to sustainable principles
    - Learn about the possible ROI of sustainable investments
    - Find out how leaders in the field are employing the SDGs for investment success
  • NIO ES6 Test Drive, China’s Environmental Renaissance, and Introduction to KESG Recorded: Nov 18 2020 5 mins
    From recycling, paperless ticketing on public transportation, to a surge in electric vehicles and ride-sharing, people in China are realizing the importance of environmental protection and are adapting their lifestyles accordingly.

    In this video, KraneShares cultural analyst, Xiabing Su, takes the NIO ES6 for a test drive to learn more about the new energy automobile industry. She also explores the Chinese government’s plan for carbon neutrality by 2060, the direction of China’s future economy, and the KraneShares MSCI China ESG Leaders UCITS ETF (Ticker: KESG). KESG offers exposure to Chinese companies that focus on contributing to a more environmentally sustainable economy.
  • Ant Group’s Future and Singles Day 2020 Recap Recorded: Nov 11 2020 61 mins
    Brendan Ahern & Xiabing Su
    Ant Group was poised to shatter the record as the largest initial public offering (IPO) in history1. The future timing of its IPO is now uncertain as the company moves to address new regulations on the way it facilitates consumer loans.

    Ant Group’s IPO news comes as Alibaba’s annual 11.11 Singles Day Global Shopping Festival is in full swing. Last year over the course of 24 hours on November 11, Alibaba recorded $38.4 billion of gross merchandise sales2 with Ant Group’s systems processing 459,000 payment transactions per second3, about 7x the max capacity per second of Visa4.

    This year, Alibaba’s head-spinning ambition to continually shatter the record from the past year is on the line as questions still linger as to how much pandemic lockdowns affected their customers’ wallets.

    In this webinar KraneShares CIO, Brendan Ahern, and China-based Cultural Analyst Xiabing Xu will discuss:

    With its IPO on hold, what's in store for Ant Group's future?
    Alibaba earnings overview
    On the ground look at key trends from Singles Day 2020
    What Singles Day can tell us about the direction of China’s E-Commerce sector heading into 2021
  • China Macro Economic Update: Catalysts for Post COVID-19 Growth Recorded: Oct 2 2020 96 mins
    Brendan Ahern, Dr. Xiaolin Chen and Kevin Liu
    China Macro Economic Outlook: Digital Transformation and Structural Reforms Provide Catalysts for Post COVID-19 Growth:

    Kevin Liu, Executive Director and Equity Strategist at CICC Research (majority owner of Krane Fund Advisors, LLC), joins Brendan Ahern and Dr. Xiaolin Chen of KraneShares to provide an outlook and discussion on China's economy and capital markets for the remainder of 2020.

    Topics Include:
    - Earnings Review of US, Hong Kong and Mainland-listed Chinese companies
    - The supply-side has recovered in China. Will demand follow suit in 2H 2020?
    A-Share Inclusion Update
  • China’s Internet Evolution Recorded: Aug 17 2020 6 mins
    Rapid urbanization in China over the past decades led to a considerable increase in disposable income. At the same time, the rise of technology and internet adoption made China the largest online population in the world. As a result, a substantial part of China’s new middle-class consumption is occurring online.

    In this video, we check in with locals on the ground to see how these megatrends have changed their daily lives, and with industry experts to understand what this growth means for the future and for investors. We also look at how the KraneShares CSI China Internet ETF (Ticker: KWEB) offers the opportunity to capitalize on China’s thriving internet sector.
  • China’s Stealth Bull Market Underscores China is Not a Trade & 2H Market Outlook Recorded: Jul 28 2020 77 mins
    Brendan Ahern & Dr. Xiaolin Chen
    At the end of May 2020, market sentiment around China dipped. The US Senate passed a bill that could jeopardize Chinese companies’ US listings, and the viability of the Phase 1 trade deal was in question. One month later, investors brushed away the doomsday headlines, and China is now enjoying a formidable bull market that few were anticipating.

    By the end of June, China’s markets demonstrated their resiliency and delivered strong performance. The speed and intensity with which markets rose left many feeling like they may have missed the boat. In our view, when it comes to investing in China, it is not about whether or not you missed the boat, it is about being on the boat in the first place! We believe that investors often treat China as a tactical trade, and miss out on the performance and diversification benefits of holding China as a long-term strategic allocation.

    Join KraneShares investment professionals Brendan Ahern and Dr. Xiaolin Chen as they explore:

    - Why China is not a trade: China equity market characteristics that support holding it as a core portfolio allocation.
    - Does the China bull have legs? Potential catalysts that could drive China’s mainland A-shares higher.
    - Why investors are only now realizing that Chinese internet companies are significant beneficiaries of the post-COVID world.
  • A Larger Piece of the Pie: Choosing the Right Mainland China Exposure Recorded: Jun 18 2020 64 mins
    Dr. Xiaolin Chen, Head of KraneShares International, Abhishek Gupta from MSCI Inc, Brendan Ahern of KraneShares
    A virtual discussion with Abhishek Gupta from MSCI Inc. and Brendan Ahern of KraneShares on why now is a pivotal time to invest in China, an A-Share inclusion update, and how the China Healthcare sector is a bright spot for 2020. Dr. Xiaolin Chen, Head of KraneShares International, moderates.
  • A Look Back on IVOL’s First Year with Nancy Davis and Jonathan Krane Recorded: Jun 16 2020 52 mins
    Nancy Davis and Jonathan Krane
    In May, IVOL celebrated its first anniversary since inception. In this webinar Jonathan Krane, CEO of Krane Funds Advisors, will discuss how the partnership between Quadratic Capital and Krane Funds began. Nancy Davis, Portfolio Manager for the IVOL ETF, will discuss how she translated a hedge fund strategy into an ETF, catalysts for IVOL's performance over the past year and an outlook for the next 12 months.

    During the webinar, Nancy and Jonathan will answer viewer questions. Please email webinar questions in advance to: info@kfafunds.com
  • The World's Second Largest Bond Market is Now Open Recorded: Jun 16 2020 65 mins
    Dr. Xiaolin Chen and Brendan Ahern of KraneShares, Sanjay Rao of Bloomberg
    An overview of the KraneShares Bloomberg Barclays China Bond Inclusion UCITS ETF (KBND).

    KBND offers investors access to the RMB-denominated securities being included in the Bloomberg Barclays Global Aggregate Index, an index with an estimated $2.5 trillion in assets passively tracking or actively managed against it.1 In April 2019, Bloomberg began including Chinese RMB-denominated government and policy bank securities to the Bloomberg Barclays Global Aggregate Index, phased in over a 20 month period. The full inclusion is expected to attract around $150 billion of fund inflows into China’s $13 trillion bond market.2

    KBND is benchmarked to the Bloomberg Barclays China Treasury and Policy Bank 9% Capped Index, which is designed to track the performance of China’s onshore renminbi-denominated government and government-related bond market. The Fund seeks to invest at least 80% of its assets in a basket of fixed income securities issued by either China’s Ministry of Finance itself or government-owned banks within China.
  • Life in Shanghai - Post Quarantine Lift Recorded: May 15 2020 2 mins
    Long lines at the Apple store, packed bars, and restaurants – with #covid19 under control #Shanghai was alive again during last week’s Golden Week Holiday.
  • The Reopening of China’s Economy and Investing Post COVID-19 Quarantine Recorded: May 14 2020 67 mins
    Kevin Liu and Brendan Ahern
    With the spread of the virus nearly halted, life in China has cautiously returned to normal. Despite the turmoil in global markets caused by COVID-19, thus far, China seems to have been successful in its approach to fighting the pandemic. But what does the "new normal" look like in China? And what has the economic impact of COVID-19 been so far? We believe there will be lessons for the rest of the world from China's experience as we look forward with optimism to re-openings around the globe.

    Please join us for a webinar exploring the topic: COVID-19 and China's Reopening. The event will feature a joint presentation by KraneShares Chief Investment Officer, Brendan Ahern, and our Beijing-based colleague Kevin Liu, Executive Director, at China International Capital Corporation.

    Key Topics:

    What does the "new normal" look like in China?
    Decoding the potential impact of the upcoming "two-sessions" policy meetings
    China's earnings season results/outlook
    Winners and losers: investing post-quarantine
  • KraneShares Europe Intro Video Recorded: May 12 2020 2 mins
    Meet the KraneShares European Team
  • Investing in Uncertain Times: A Conversation with Nancy Davis & Jonathan Shelon Recorded: Apr 30 2020 56 mins
    Nancy Davis and Jonathan Shelon
    Please make sure that live streaming is accessible and that cookies are enabled on your device. If live-streaming is blocked at your organization, the webinar can also be live-streamed from a mobile device.

    We are living through unprecedented times. In a few short weeks, the novel coronavirus has cost thousands of lives and destroyed wealth around the world. Investors are asking "what do we do now? Are we headed for an extended depression as economic activity comes to a halt? Or are the policy responses – perhaps the largest in history – going to be effective? Is the $2 trillion fiscal spend (equivalent to 9.5% of GDP) and unbounded and limitless bond-buying enough? Is it too much? How should investors position portfolios for these volatile markets?

    Please join us for a candid conversation between Nancy Davis, CIO of Quadratic Capital and Jonathan Shelon of KFA Funds on investing in uncertain times. During the webinar, Nancy and Jonathan will answer viewer questions.
  • COVID-19: Analyzing the Human, Economic, and Market Impacts on China & the World Recorded: Apr 8 2020 65 mins
    Brendan Ahern & Dr. Xiaolin Chen
    The coronavirus pandemic is disrupting life and gripping markets around the world. Its spread has followed a similar trajectory in the various countries it has afflicted. China now appears to be at the plateau stage of the virus' progression with the number of new daily confirmed cases falling to negligible levels. As China reaches the end of the curve, we can analyze the steps it took to get there and the human, economic, and market impact the virus has incurred.

    In this webinar, KraneShares' Brendan Ahern and Dr. Xiaolin Chen will answer critical questions on China's outlook and discuss how the current outbreak could provide a catalyst for select sectors. Topics will include:

    Critical lessons from China's experience with COVID-19
    Impact of the outbreak on China's economy and the government's fiscal & monetary response
    Increased demand and policy support for China's healthcare sector
    How the surge of new users to China's internet platforms, including E-Commerce, social media, streaming, and education, may support China's internet sector
  • ESG Investing in China – An Overview of KESG, KraneShares MSCI China ESG Leaders Recorded: Mar 26 2020 48 mins
    Xiaolin Chen and Saurabh Katiyar
    China’s economy is moving from manufacturing to services. Typically, companies aligned with the “New China” economy experience greater growth than companies from China’s legacy sectors.

    With the launch of KraneShares MSCI China ESG Leaders UCITS ETF (Ticker: KESG) in February, investors are now able to invest in more socially responsible businesses while capturing companies that are aligned with China’s future growth trajectory.

    Tracking the MSCI China ESG Leaders 10/40 Index, a capitalization-weighted index that provides exposure to companies with high Environmental, Social and Governance ratings relative to their sector peers, KESG's Index consists of large and mid-cap companies domiciled in China.

    In this webinar Xiaolin Chen of KraneShares and Saurabh Katiyar, Executive Director of Index Solutions Research at MSCI will provide insights on:

    - Macro China policy
    - An overview of KraneShares MSCI China ESG Leaders UCITS ETF (Ticker: KESG)
    - The structure of the MSCI China ESG Leaders 10/40 Index
  • Update on the Coronavirus and China’s Economy Recorded: Feb 27 2020 75 mins
    Brendan Ahern
    Amidst headlines that much of China is still at home to prevent the spread of COVID-19, and travel in and out of the country is at a standstill, China's onshore market performance has been surprisingly resilient. Additionally, sectors such as healthcare, E-Commerce, and online education are experiencing significant demand.

    In this webinar, Brendan Ahern will discuss the economic impact of COVID-19 on China, including:

    - The short-term economic impact of COVID-19 and the PBOC's policy response
    - What the economic data of the SARS epidemic may be able to tell us about how COVID-19 will impact China's economy
    - The impact by sector of COVID-19
Strategies to Capture China's Importance In Global Portfolios
Krane Funds Advisors, LLC is the investment manager for KraneShares ETFs. Our suite of China-focused ETFs provides investors with solutions to capture China’s importance as an essential element of a well-designed investment portfolio. We strive to provide innovative, first to market strategies that have been developed based on our strong partnerships and our deep knowledge of investing. We help investors stay up to date on global market trends and aim to provide meaningful diversification. Krane Funds Advisors, LLC is majority owned by China International Capital Corporation (CICC).

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  • Title: Life in Shanghai - Post Quarantine Lift
  • Live at: May 15 2020 7:15 pm
  • Presented by: KraneShares
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