Name: 2025 China Outlook: The Impact of Policy, Reform, and US-China Relations
Start: 2025-02-04T18:07:00Z
End: 2025-02-04T18:08:03.000Z
Location: BrightTALK
Rating: 5

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).

Join KraneShares' Xiabing Su and Coco Zhang as they explore Harbin, a city that transformed its sub-zero winter weather into a hotspot for tourism. Xiabing and Coco visited the city fresh after it hosted the 2025 Asian Winter Games earlier this month. In this video, they take us inside the Harbin Ice-Snow World, the iconic Saint Sophia Cathedral, and a restaurant serving Iron Pot Stew, a classic local dish. Harbin saw 87 million visitors in the 2023-2024 winter season thanks to attractions like these and is on pace to break the record again this year.

Exploring Harbin: Where Winter Means Business

Join KraneShares' Xiabing Su as she accompanies a group of 23 US college students from Iowa on an eye-opening journey to Shenzhen and Guangzhou, China. This cultural exchange program, sponsored by the US-China Green Institute, aims to foster understanding and cooperation between the two nations. The diverse group of students, majoring in fields ranging from political science to nursing, share their surprising discoveries and newfound perspectives on China. Many express amazement at the country's cleanliness, organization, and preservation of historical artifacts.
 
The trip, rooted in a long-standing exchange tradition between former US Ambassador to China, Terry Branstad, and President Xi, showcases the power of people-to-people connections in shaping international relations.
 
As these future leaders return home with fresh insights, Xiabing highlights the US-China Green Institute's mission to strengthen bilateral relations through cultural understanding and environmental initiatives. This exchange program is a stepping stone towards a more collaborative and sustainable future between the two global powers.

From Iowa to Shenzhen and Guangzhou: U.S. Students' Journey of Cultural Discovery

Join KraneShares' Xiabing Su and Coco Zhang as they explore Shanghai's vibrant Christmas markets against the backdrop of the iconic Bund skyline. Xiabing and Coco showcase how global holiday traditions seamlessly blend with China's modern urban lifestyle, offering viewers a unique perspective on festive consumption trends in one of Asia's most dynamic cities.

The Magic of Shanghai Christmas: A Global Celebration

Join KraneShares' Xiabing Su to step into the serene world of Chinese tea culture, where centuries of tradition meet modern appreciation. This video showcases the refined art of tea preparation, offering viewers a moment of tranquility in our fast-paced world.

The Art of Chinese Tea: A Timeless Ritual

Join KraneShares' Xiabing Su for an exclusive tour of the 2024 China International Import Expo (CIIE), a premier global trade event showcasing innovations from 152 countries and nearly three hundred Fortune Global 500 companies. This year's expo, themed "New Era, Shared Future," highlighted sustainability and global trade across various sectors, connecting international merchants with the Chinese market.

Xiabing explored the burgeoning low-altitude economy, featuring Vertaxi's air taxi, an electric vertical take-off and landing (eVTOL) aircraft poised to revolutionize urban transportation. Vertaxi and another eVTOL company have already secured over 200 orders combined worth more than 4 billion RMB, signaling strong market potential for investors in urban mobility solutions. The ongoing innovations in the technology sector showcased at the event demonstrate how China may address urban challenges like traffic congestion while opening new avenues for growth.

In the consumer goods area, luxury brands like LVMH continue to captivate audiences, reflecting the ongoing strength of China's premium market and the country's rising middle class. Xiabing also showcased advancements in sustainable technology and green growth, aligning with China's carbon neutrality goal by 2060.

Xiabing highlighted the CIIE's strong message about China's economic resilience and its position as a vital engine for global growth. The event facilitated connections and encouraged investment, particularly in sectors like consumer goods, healthcare, and automotive industries, which are benefiting from China's demographic shifts and government policy support.

From air taxis to Louis Vuitton luggage, Xiabing provides a unique glimpse into the innovative products that are shaping our shared future and creating opportunities for global investors.

China 2024 Import Expo: From Flying Taxis to Louis Vuitton Luggage

Ambassador Terry Branstad offers a unique and invaluable perspective on US-China relations. As the former US Ambassador to China with longstanding ties to both President Trump and President Xi, Branstad has an unmatched understanding of the priorities, approaches, and interactions that have shaped US-China diplomacy in recent years. His experience working closely with both leaders provides rare insight into the complexities of this critical relationship and its potential direction in the future.

As the dust settles from the 2024 US election, the global political landscape is poised for significant change. With the results in, investors' questions emerge about the future of geopolitical relationships, espcially US-China relations. How will Trump's reelection influence trade, diplomacy, and economic strategy? Meanwhile, China’s recent National People’s Congress (NPC) meetings have set the stage for new domestic policies, and the country’s economic stimulus measures could boost domestic consumption and GDP growth. This webinar will provide a comprehensive analysis of these critical developments and explore their far-reaching implications on both sides of the Pacific.

Join former US Ambassador to China under the Trump Administration Terry Branstad, 15th US Ambassador to Singapore David Adelman, and KraneShares CIO Brendan Ahern for a webinar where they will discuss:

How the 2024 election results could influence US-China strategic priorities
Key policy shifts from China’s NPC and their global impact
The effectiveness of China’s stimulus measures and their global ripple effects
Comprehensive Q&A

Trump’s Man in Beijing Discusses US-China Relations Post-Election

Following the A-Share market's strong performance in late September and the post-Golden Week volatility, KraneShares Cultural Analyst Xiabing Su visited a brokerage firm in her hometown of Lanzhou to interview local investors and gauge their reactions and strategies.

Xiabing heard a range of perspectives, from seasoned investors to cautious observers. Two elderly women expressed confidence in the market's trajectory over the long term, viewing recent pullbacks as mere adjustments in a larger growth story. One of them stated, "Long-time investors like us are not in a hurry," emphasizing their belief that "volatility is necessary. It's like climbing a mountain; when you reach a peak, you have to rest, or you will be too tired to keep going."

Contrasting views emerged as Xiabing spoke with a skeptical investor who stated that he'd like to reevaluate the market in six months.

A common thread across the investors Xiabing spoke with was their high level of awareness surrounding the government's efforts to stabilize the market. An elderly gentleman with over 30 years of market experience shared his insights: "Currently, the government has been releasing policies one after another to stimulate the economy. With steady growth, investors will have time to understand that the country's economy is improving, and more will be willing to invest."

From new account openings to shifting investment strategies, Xiabing gives us a comprehensive look at how local investors are navigating the current market landscape and their expectations for China's economic future.

China Stimulus Rally: What Local Investors Are Saying on The Ground

KraneShares Cultural Analyst Xiabing Su guides viewers through the extraordinary events of this year's China's Golden Week, highlighting a remarkable surge in the country’s stock market. As the nation celebrates its National Day, the A-share indices soared over 20%, adding a staggering 16 trillion yuan in market value within just five trading days. Investor enthusiasm reached new heights, with conversations about the market buzzing everywhere, from grocery stores to public parks, creating an atmosphere of excitement across the country. Even monks were reportedly joining the stock rally, reflecting the widespread impact of this market boom.

Driving this surge was a series of game-changing government policies aimed at stimulating growth. Commercial bank loans were allowed to enter the stock market for the first time in history, alongside the central bank’s cuts to reserve requirements, interest rates, and mortgage rates. International factors also played a role, with a U.S. Federal Reserve interest rate cut prompting a reallocation of global capital, some of which flowed into China’s undervalued companies. These favorable conditions helped reignite confidence in the Chinese market, leading to a significant reevaluation of stock prices.

Beyond the numbers, Xiabing underscores the broader implications of this Golden Week market rally. As China celebrates its national identity, the financial world has also joined in on the festivities, with investors enjoying record gains. This event reflects the power of government intervention in economic growth. It signals a potential shift in global capital flows toward China, making it a pivotal moment for investors and market watchers.

A 16 Trillion Yuan Surge: Inside China’s Golden Week Stock Market Rally

KraneShares Cultural Analyst Xiabing Su takes viewers on an exciting journey through the 2024 World Robot Conference in Beijing, showcasing how artificial intelligence (AI) and robotics are revolutionizing daily life and industries across China. This cutting-edge event, often referred to as the "Oscars of AI," featured an impressive array of innovations that highlight the growing impact of AI in the world's second-largest economy.

Over 600 robotic innovations from 169 exhibitors were showcased at the event, with humanoid robots stealing the spotlight. Standout examples included a robot mastering the complex Chinese dulcimer in just days and a lightning-fast robotic hand playing rock-paper-scissors, demonstrating AI's rapid learning capabilities and potential for enhancing productivity across various sectors. The conference highlighted China's push to dominate the humanoid robot industry, with over 100 billion yuan invested in the country's robotics sector over the past decade.

Beyond the flashy demonstrations, the event highlighted AI's increasing role in everyday tasks. Robots were seen preparing traditional Chinese breakfast dishes and performing household chores like folding laundry. These advancements signal a significant shift in the labor market, potentially reshaping employment patterns and domestic economics.

The 2024 World Robot Conference offered valuable insights into AI's far-reaching economic implications. It promised to boost productivity, redefine the future of work, and create new investment opportunities in this rapidly evolving technological landscape.

Humanoid Robots Steal the Show at the 2024 World Robot Conference

In this year's Olympics, China's athletes are winning gold on social media for their fashion choices. KraneShares Cultural Analyst Xiabing Su dives into the social media frenzy surrounding the domestic and international luxury brands being sported by China's Olympians.

People in China and worldwide were joking that top medalists like swimmer Qin Haiyang turned the Olympics into a Balenciaga runway show. However, he was actually wearing Anta, a Chinese domestic sportswear brand. Unfortunately, his long red puff jacket is exclusive to the Olympic team and not for sale, but it still had consumers in a frenzy trying to buy similar clothes. This made Anta the biggest winner before the competitions even began.

This was not the first time a dramatic fashion statement was made during the Olympics. In the 2022 Beijing Winter Olympics, Anta wisely sponsored a young freestyle skier named Elieen Gu. She quickly became a worldwide sensation for the dragon-patterned outfit she wore. The jacket instantly became popular among consumers, with sales exceeding 6 billion yuan. Anta continues to be the champion of China's sporting goods industry.

Top athletes in China are becoming stars, and with that star power comes influence, which is helping to drive demand for brands and luxury items alike. The trend seems to be here to stay, and Xiabing will help us explore it in this week's video.

China’s Athletes Win Gold For Style: From ANTA To Van Cleef, Luxury Brands Are In The Spotlight

Entering the second half of 2024, sentiment on the ground in China has improved dramatically. Although some industries, such as real estate, are still under pressure, industries like tourism are booming. Last year, a sleeper 10 million mostly domestic tourists visited Xi'an’s world-famous Terracotta Warriors historic site, up from only 2 million in pre-pandemic 2019. Meanwhile, cost-conscious consumers snapped up deals at a record rate during this year’s 6.18 Sales Festival, an event similar to “Black Friday” in the summer. During the year’s festival, JD and Alibaba rolled out AI-powered tools for shoppers and merchants alike for the first time.

The KraneShares team has returned from multiple trips to China during the second quarter to deliver insights to our clients.

In this webinar, we will discuss:

China’s equity market performance in Q2 and its key drivers
Takeaways from the “Two Sessions” key policy meetings
Takeaways from our research team’s recent visits to China
The KWEB volatility suite of ETFs
Comprehensive Q&A

China Q2 Review: Insights From On The Ground

In this week's video, KraneShares investment strategist Henry Greene joins cultural analyst Xiabing Su for an exclusive tour of Alibaba's newly opened global headquarters in Hangzhou. Opened in May 2024, this sprawling 1 million square meter campus is equipped with state-of-the-art facilities reminiscent of Google's Mountain View Headquarters. Join Henry and Xiabing as they meet with key department representatives at Alibaba and gain insights into Alibaba's domestic and international E-commerce strategies.

Inside Alibaba’s New Global HQ: A Glimpse into China’s E-commerce Giant

In this week's video, KraneShares investment strategist Henry Greene joins cultural analyst Xiabing Su on a trip to Xi’an to see the world-famous Terracotta warriors. Crafted around 200 B.C. to depict the armies of China’s first emperor, Qin Shi Huang, this famous site saw a record-breaking 10 million visitors last year. Join Henry and Xiabing for a trip around Xi’an as they experience firsthand the food, culture, and powerful resurgence of China’s domestic tourism industry.

Exploring Xi’an While Domestic Tourism Takes Off

No matter what happens in November, the US will likely elect a second-term president. How the next administration will approach US-China relations and the world’s most consequential geopolitical and economic relationship is on many investors’ minds.

Join former US Ambassador to China under the Trump Administration Terry Branstad and former US Ambassador to Singapore under the Obama Administration David Adelman as they discuss how both candidates may approach China in their second term.

Topics will include:

Looking at US-China relations from a bipartisan perspective
Trade & Tariff Policy Potential
How export restrictions may evolve
Bright spots and areas of cooperation
Equity market outlook with KraneShares CIO Brendan Ahern

Trump or Biden: Two Former US Ambassadors Discuss Election & Impact on US-China

After a volatile start to 2024, the Chinese equity market experienced a sharp recovery in February. The positive momentum was further aided by policy support measures established during March’s Two Sessions, high-level government meetings where economic goals and growth targets are set. Investors also welcomed the government's 2 trillion RMB market stabilization fund, with an estimated 410 billion RMB already deployed. Simultaneously, Mainland listed A-Shares have seen record inflows driven by China’s National Team, financial services firms backed by the government.

These focused efforts are starting to yield results, but can the positive momentum be sustained? Join Dr. Xiaolin Chen, Head of International, and Jonathan Shelon, Chief Operating Officer, as they discuss:

Dr. Chen’s recent trip to Mainland China and her firsthand account of the consumer recovery
Q1 market performance, valuations, the tech sector outlook, and potential catalysts ahead
The KWEB volatility suite of ETFs
Comprehensive Q&A

China Q1 Review: Two Sessions, Consumer Rebound, & Investment Strategies

In this week's video, KraneShares' Xiabing Su takes viewers on a journey through the magical world of Shanghai Disneyland.

Thousands of people flooded the park to ride on thrilling attractions like the high-speed Tron Lightcycle and the whimsical Woody's Roundup. Despite long queues, sometimes surpassing an hour, Xiabing was undeterred and maximized her Shanghai Disney experience.

Shanghai Disneyland represents more than just a theme park – it symbolizes China's economic vitality and optimism. Its success and popularity demonstrate the country's ability to create world-class attractions and cater to the desires of its rapidly growing middle class, contributing significantly to the booming tourism industry.

Join Xiabing on her journey through Shanghai Disneyland, showcasing the strength of China's consumer and tourism as families eagerly embrace the magic of Disney in China.

Embracing the Magic In Shanghai Disneyland

The electric vehicle (EV) industry demonstrated remarkable resilience in 2023, with pure-play EV companies such as Tesla, Li Auto, Xpeng, and Rivian proving their ability to compete with legacy automakers like Ford and General Motors. Although these companies achieved significant sales growth, an uncertain global macroeconomic backdrop weighed on the sector's performance.

Despite short-term volatility, the fundamental transition from gas-powered to electric vehicles remains intact. As we move into 2024, attractive valuations and the long-term transformation to EVs present potential opportunities for investors.

Join us for an insightful webinar with KraneShares Senior Investment Strategist Anthony Sassine, CFA, as he explores:

The divergence between strong 2023 EV sales growth and stock performance
China’s continued strength in the global EV race
Declining battery prices nearing parity with internal combustion engines
Electric vehicle ecosystem stock valuations versus historical averages
Overview of the KraneShares Electric Vehicles & Future Mobility ESG Screened UCITS ETF (KARS)
Comprehensive Q&A

Pure Drive: Plugging The Electric Vehicle Opportunity Into Your Portfolio

China’s markets could see a "re-rating" in 2025 as foreign capital starts to return. China's unprecedented stimulus measures, including rate cuts, homebuying incentives, a RMB 500 billion stock market stabilization fund, and substantial relief for local governments, laid the foundation for a strong equity market recovery last year. Additionally, China’s low government debt-to-GDP ratio compared to other major economies means it has significant fiscal flexibility to drive growth further in 2025.

On the geopolitical front, a potential “grand bargain” with the second Trump administration may ease trade tensions and further enhance investor sentiment. For those seeking exposure to China’s dynamic growth sectors, such as internet and e-commerce, we believe 2025 offers a compelling entry point to capitalize on a market poised for sustained recovery.

Join KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen for a webinar where they will cover:

How recent 2024 stimulus measures have set the stage for continued growth in 2025 for China's markets
The potential for healthcare reforms and changes to China’s internal migration policies, or “hukou system,” to boost consumer confidence
Exploring the effects of a second Trump administration on US-China trade and investment
Why Chinese internet and e-commerce companies are poised to benefit in 2025

2025 China Outlook: The Impact of Policy, Reform, and US-China Relations

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2025 China Outlook: The Impact of Policy, Reform, and US-China Relations

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