China’s Stealth Bull Market Underscores China is Not a Trade & 2H Market Outlook

Presented by

Brendan Ahern & Dr. Xiaolin Chen

About this talk

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.

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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).