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).

China’s stock market is entering a pivotal period. Policy stimulus, innovation in AI and semiconductors, and improving corporate earnings are fueling renewed optimism, even as investors navigate global trade dynamics and domestic economic shifts. In a major positive for markets, presidents Trump and Xi held a closed-door meeting in South Korea, which resulted in the suspension of multiple tariffs and export controls for one year and the resumption of China’s purchases of US soybeans.

Internet and technology stocks have been the clear standouts in China’s equity market in the third quarter, delivering growth through a combination of innovation, government policy support, and investor optimism for AI and domestic chip competitiveness. Tencent posted a 15% revenue jump year-over-year,1 buoyed by strong gaming and artificial intelligence (AI) services growth. While Alibaba’s overall revenue growth was slow due to heightened competition, cloud services revenue grew by double digits.

What could be next for China’s equity markets? We believe geopolitical developments will be key to watch, especially the potential sweeping US-China trade deal. Also, China’s 15th Five-Year Plan may help determine which companies and industries continue to be the ultimate winners in the current bull market.

To help make sense of this evolving landscape, join KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen for a timely discussion on strategies, opportunities, and risks in China’s equity markets.

In this webinar, we will discuss:

Q3 earnings outlook for internet companies
Why we believe E-Commerce price wars may have peaked
China equity allocation strategies for the remainder of 2025
Comprehensive Q&A

China Q3 Update: Tech Leads Bull Market, Trade Deal Updates, & New Goals Set In 15th Five-Year Plan

Join cultural analyst Xiabing Su at the 2025 China International Import Expo in Shanghai, where signs of a warming U.S.–China relationship were clearer than ever. Major American companies—ranging from consumer giants like Tesla to tech leaders like AMD—showed up in full force, signaling renewed confidence in China’s market.

Beyond the expo floor, the two countries have also taken concrete steps to ease trade tensions. China recently committed to purchasing large volumes of U.S. soybeans through 2028, supporting American farmers while stabilizing one of the most sensitive areas of bilateral trade.

Together, these developments point to a meaningful shift: the world’s two largest economies are reopening channels for cooperation in semiconductors, clean energy, agriculture, and manufacturing.

Big Deals Return as US–China Trade Thaws: Inside the 2025 China International Import Expo

The global humanoid robotics ecosystem has experienced significant developments, especially in Asia. KraneShares’ Senior Investment Strategist Derek Yan, CFA, recently got a front row seat into this growth theme as he traveled across China visiting humanoid robotics and component factories, including Noetix Robotics, Galbot, and Tashan Technology. Derek witnessed firsthand the latest breakthroughs shaping the future of humanoid robotics.

During the webinar, Derek will be joined by Tom Huang, Director of Robotics at Robosense, a key KOID holding and a global market share leader in LiDAR technology.1 Tom will discuss how Robosense has equipped thousands of robotics and automotive clients worldwide with core sensing solutions and where he sees potential opportunities and future innovations in the humanoid robotics ecosystem.1

The webinar will be moderated by KraneShares’ CIO Brendan Ahern.

What we will cover:

Key takeaways from KraneShares’ China robotics factory tour
Industry perspectives from Tom Huang, Director of Robotics at Robosense, a global market share leader in LiDAR technology for Humanoid robots
KOID’s (Now available in the U.S. and London) focus on global innovators in robotics
Market outlook, investment opportunities, and live Q&A
Investors can submit questions by emailing info@kraneshares.com

KOID: Humanoid Robotics Breakthroughs in Asia & Robosense’s Vision

Our KraneShares team was invited to Beijing to explore China’s fast-moving humanoid robotics scene. We visited Noetix Robotics, a young start-up known for athletic robots; Galbot, which is bringing AI-powered robots into everyday life with applications like a fully autonomous coffee kiosk; and Tashan Technology, specializing in tactile sensing and chips that enable natural human interaction. Together, these companies highlight how China is rapidly shaping the future of humanoid robots.

Inside China’s Humanoid Robotics Boom | KraneShares Team in Beijing

In this video, Xiabing Su from KraneShares connects a personal visit to a Gen Z collector’s home in China with a bigger story about global consumption trends. Using Labubu — a viral designer toy — as an example, she explains how young consumers are spending more on lifestyle, culture, and identity. Xiabing is joined by Henry Greene, Investment Analyst at KraneShares, who shares insights on what this trend means for China’s internet and e-commerce landscape and how KraneShares’ KWEB ETF fits into this new wave of identity-driven consumption.

Labubu & Gen Z Spending: What China’s Designer Toy Craze Tells Us About the New Consumption Wave

Xiabing Su from KraneShares takes us inside the 2025 World Robot Conference in Beijing, where over 160 exhibitors from around the globe showcased the latest breakthroughs in robotics. Xiabing highlighted how robots are now stepping into our daily routines, able to perform tasks like making our beds and folding our clothes. On the entertainment side, humanoid robots were seen doing everything from dancing to playing soccer and boxing. Perhaps most impressively, Xiabing gives us a glimpse into medical applications for robots, including performing precision surgeries and aiding patients in regaining the ability to walk. Join Xiabing to see how China’s robotic future is taking shape today.

Breakthroughs & Highlights From The 2025 World Robot Conference In Beijing

KraneShares' Xiabing Su gives us highlights from the 2025 World Artificial Intelligence Conference in Shanghai, which featured embodied AI robots, Huawei’s powerful new supercomputer, and Alibaba’s innovative AI glasses. See how China is turning cutting-edge AI technology into embodied, practical, real-world solutions.

Boxing Robots, AI-Powered Glasses, And New Supercomputer: Highlights From China World AI Conference

US Secretary of State Marco Rubio said that a Trump-Xi Summit could be in the works after three months of tariff turmoil. Meanwhile, China has moved to address its oversupply of vehicles and solar panels, providing additional goodwill in negotiations. Trump’s Administration is looking to rewrite the established rules for almost everything, which could mean a new paradigm for US-China relations.

Meanwhile, China’s consumers and innovators are marching forward. During this year’s 6.18 (June 18th) Sales Festival, Alibaba increased gross merchandise value (GMV) by +10% year-over-year (YoY)1, JD hit a new sales record,1 and live streaming E-Commerce took center stage. At the same time, the competition for instant commerce wallet share continued to heat up. Also, China-based robotics company Unitree became the world’s newest unicorn after completing its series C funding round in June.2

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

China's equity market performance in Q2 and its key drivers
Scenario Analysis: What could be in the latest US-China Deal?
What to expect from China's stimulus policies
Our outlook for China's economy and capital markets
Comprehensive Q&A
Investors can submit questions by emailing info@kraneshares.com

1 CFP/CIMA Credit Available
Please email ce@kraneshares.com to receive credit.

China Mid-Year Outlook: Trade Deal Loading, Consumption & Innovation Locked In

In this week's video, Xiabing dives into the phenomenon of Labubu, the breakout character from Pop Mart that’s become a cultural icon among China’s Gen Z. Visiting a dedicated collector’s home, she unpacks the emotional connection behind these figures, the thrill of unboxing, and why Labubu's mix of cuteness, scarcity, and celebrity appeal has driven a global frenzy. More than just toys, these collectibles reflect a new wave of youth identity and social connection, one mystery box at a time.

Labubu: Inside the Pop Mart Craze Taking Over China and the World

As compliance carbon markets evolve globally, the EU and California stand out for their dynamic policy shifts and growing investor relevance.

In Europe, the EU Emissions Trading System (ETS) is expanding to sectors like maritime shipping and tightening aviation rules. The Carbon Border Adjustment Mechanism (CBAM) is also reshaping global trade by pressuring partners to adopt carbon pricing. Meanwhile, speculation around a potential EU–UK market linkage is reviving UK carbon prices.

In California, Governor Newsom’s proposal to extend the state’s cap-and-trade program to 2045 provides long-term certainty and supports net-zero goals. However, this comes amid new federal pressure: a recent executive order from President Trump challenges state-level climate action, casting legal and political uncertainty over California’s program.

Both regions highlight a broader global trend—compliance carbon markets are expanding and maturing, creating compelling opportunities for investors navigating policy-driven volatility.

Join KraneShares Head of Climate Luke Oliver, Climate Finance Partners’ Eron Bloomgarden, and Rick Saines ONM, Managing Director at Pollination Law LLC and leading carbon lawyer, for an update on global carbon markets with a focus on California’s legal landscape.

Investors can submit questions by emailing info@kraneshares.com

1 CFP/CIMA Credit Available
Please email ce@kraneshares.com to receive credit.

Carbon Update: EU Market Momentum & California’s Legal Landscape for Investors

Join KraneShares’ Xiabing Su as she explores Yiwu, China, home to the world’s largest merchandise market. Discover how this vibrant market, which has over 75,000 vendors and spans more than 5 million square meters, supplies millions of products to over 200 countries and regions.

Xiabing walks through bustling aisles lined with everything from holiday decorations to high-quality kitchenware, showcasing how Yiwu’s grassroots manufacturing embodies China’s entrepreneurial spirit. Even as tariffs and policy changes reshape global trade, local merchants share their confidence in meeting international demand, expanding into new markets like the Middle East, South America, and Southeast Asia, and reinforcing Yiwu’s role as a vital link in the global supply chain.

Even as trade tensions between China and the US are easing, Yiwu’s story highlights the resilience and adaptability of China’s manufacturing sector. Despite shifting policies, the city remains a thriving center for commerce, collaboration, and cultural exchange, demonstrating that “Made in China” is a testament to ingenuity and global connectivity.

Direct From The Source, China’s Yiwu Vendors React To Tariffs

Ambassador Terry Branstad offers a perspective few can match.

As Trump's first-term Ambassador to China, Branstad helped negotiate the Phase One Trade Deal with Beijing, the first enforceable, comprehensive bilateral trade deal between the two countries in history. Amb. Branstad is uniquely positioned to interpret today's tensions. As a long-time friend of President Xi and President Trump, he has unparalleled insight into both leaders' thinking.

Now, as the global community watches for signs of de-escalation, Branstad joins KraneShares and BTIG for a timely conversation on what might come next — and what lessons from the past could guide a more constructive future.

Join former US Ambassador to China under the Trump Administration Terry Branstad and former US Ambassador to Singapore under the Obama Administration David Adelman for a webinar where they will discuss:

What's changed – and what hasn't – since the first trade war
Branstad's view on Trump's approach in a second term
China's current economic outlook and strategic priorities
Impact on China's relations with Europe, Southeast Asia, and elsewhere
Strategic leverage beyond tariffs: tech, markets, and diplomacy
Opportunities for engagement across both economies

Trump’s China Playbook: Amb. Terry Branstad on How the President Thinks

Tariffs have sent global equities into a tailspin. China internet stocks were not spared the downdraft, despite exports to the US representing less than 2% of their revenue. Flows into the US and Europe so far this year have dwarfed flows into China, which is still under-owned at the moment. This could change as investors assess the impacts of broad-reaching US levies on all major trading partners, potentially lingering for longer than initially expected.

In this webinar, KraneShares CIO Brendan Ahern and Head of International Dr. Xiaolin Chen will discuss the following:

The impact of tariffs on China's economy
How China's Internet sector has little exposure to US trade
Why there could still be room for negotiation
Strategies for navigating current market volatility
Comprehensive Q&A
Investors can submit questions by emailing info@kraneshares.com

1 CFP/CIMA/CPD Credit Available
Please email ce@kraneshares.com to receive credit.

Tariff Briefing and Q&A With KraneShares

Join KraneShares' Xiabing Su as she explores Jingdezhen, the historic porcelain capital of China with over 1,000 years of ceramic heritage.

Xiabing discovers how Jingdezhen's unique position as a global porcelain hub may have given China its English name, as European traders importing "Changnan" wares eventually pronounced it as "China." Xiabing also tours museums and showcases exquisite pieces from different dynasties, including intricate Yuan Dynasty vases and delicate blue and white porcelain from the Qing era.

From high-temperature firing reaching 1300°C, to pieces so complex only one in 1,000 attempts succeed, join Xiabing to learn how Chinese porcelain became one of the world's most prized luxury goods and continues as both a cultural treasure and a vibrant industry.

How China Got Its Name: Exploring Jingdezhen, Porcelain Capital Of The World

In just the first few weeks of the Trump administration, we have already seen a number of influential developments with the potential to shape the future of carbon markets—from the ongoing peace talks with Russia and a shifting global energy landscape to the US exit from the Paris Agreement and the easing of environmental regulations. At the same time, some of the world’s largest carbon markets, such as California’s cap-and-trade program, are closing in on a pivotal reform cycle, expected to introduce a major shift toward sharp annual supply deficits designed to drive prices higher and keep emissions reduction targets on track. 

Join our conversation with Clayton Munnings, former California Air Resources Board (CARB) Economist and Co-Founder and CEO of Elevate Climate, Luke Oliver, KraneShares Managing Director and Head of Strategy, and Eron Bloomgarden, Partner at Climate Finance Partners (CLIFI), as they discuss:

How the federal administration’s shifting policies affect state cap-and-trade
The latest on California’s regulatory developments, auction results, and future timeline
The impact of peace talks and stabilizing natural gas prices on European carbon markets
Timing of the cap-and-trade lifecycle
How carbon allowances fit within a portfolio
Investors can submit questions by emailing info@kraneshares.com

1 CDP Credit Available
Please email ce@kraneshares.com to receive credit.

For KRBN standard performance, top 10 holdings, risks, and other security information, please click here.

The Future of Carbon in the Trump Era

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

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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