Two Sessions & “Revenge Spending”: China Q1 Market Review

Presented by

Brendan Ahern, Xiaolin Chen, David Adelman

About this talk

We believe investing in China is currently attractive on both a macro and relative basis. After COVID restrictions were lifted, domestic consumption is seeing a healthy rebound led by "revenge spending" as shoppers are back in full force after three years of lockdown. At the same time, inflation, as measured by the consumer price index, is running at 2.2%, much lower than the US, Europe, and other Asian countries. With China's new political lineup and economic growth targets confirmed during the recent Two Sessions meetings, policymakers in China have the flexibility to implement stimulus and support economic growth. From a US-China relationship standpoint, both countries are more intertwined now than ever before, but political challenges need to be overcome. Join KraneShares CIO Brendan Ahern, Head of International Dr. Xiaolin Chen, and General Counsel / US Ambassador to Singapore (Ret.), David Adelman, for our Q1 China review and outlook, where we will discuss: Key drivers of KraneShares' China ETFs performance Outcome and significance of the Two Sessions, China's annual economic/political meeting Update on recent geopolitical & diplomatic developments Comprehensive Q&A Investors can submit questions ahead of time to 1 CPD Credit Available. Email: for credit.

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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).