Headwinds Become Tailwinds: Q2 China Review and 2H Outlook

Presented by

Brendan Ahern, Xiaolin Chen

About this talk

Green shoots are emerging in China. Air China has resumed international flights to the US and Europe. Ant Group is restructuring as a financial holding company paving the way for a potential IPO. Didi’s ride-hailing app is back up on China’s domestic app stores. President Biden is weighing lifting tariffs on China to combat US inflation. High-level talks with Xi Jinping are coming soon. President Xi reaffirmed China’s 5.5% growth target during a speech at the BRICS Business Forum. More stimulus could be on the way in China as the rest of the world tightens. As a sense of optimism returns to China’s equity markets, investors cautiously weigh whether now is a good time to jump back in. Join KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen as they review what happened in the second quarter, provide an outlook for the second half, and answer investor questions.

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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).