A Quarter with Two Halves: China Internet Sector Update

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Presented by

Dr. Xiaolin Chen and Brendan Ahern of KraneShares

About this talk

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

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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).