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CISI & CSOP: China’s Capital Markets Opportunity Post COVID-19

George Littlejohn (CISI) and Tim Harvey (NTree) talk with Annie Shum (CSOP) about the opportunities in Chinese capital markets post-COVID-19.
Recorded Apr 21 2020 41 mins
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Presented by
George Littlejohn - Senior Adviser, CISI; Tim Harvey - CEO, NTree; Annie Shum - Deputy Head of Inst'l Business, CSOP AM
Presentation preview: CISI & CSOP: China’s Capital Markets Opportunity Post COVID-19
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  • China Fixed Income – An Untapped Market? May 26 2021 8:30 am UTC 60 mins
    Tim Harvey, C.E.O., NTree; Geoffrey Post, Director, Pelter Street Associates
    China’s fixed income markets are gradually being integrated into the global economy offering attractive yields, hedging options for foreign investors, diversification to a traditional portfolio, as well as acting as a safe haven to the now volatile bond markets. As a tool to access China’s megatrends, growing pension industry and competitors as one of the world’s largest economies, it’s invaluable to future asset allocation strategies.

    In this presentation we discuss the opportunities waiting for investors in the Chinese fixed income market. Evaluating;

    • What are the benefits of investing in the Chinese fixed income market?
    • How do they differ from traditonal investment strategies?
    • How do I invest in the Chinese fixed income market?

    Professional investors can expect to gain an insight into the growing opportunity that is the Chinese Fixed Income Market.
  • Green Mining – How can Miners be More Sustainable? May 12 2021 8:30 am UTC 60 mins
    Tim Harvey, C.E.O. NTree; Anton Berlin, Norilsk Nickel
    As the shift into a more sustainable and ethical future continues, it is vital that mining companies implement new technologies and practices as a means of reducing the environmental impacts of extraction. While mining has been viewed as inherently destructive, it’s a necessary process to advance greener technology, as they will provide the metals that enable technology to continue evolving sustainably.

    • What processes and technology are vital for this next step?
    • How can mining be sustainable?
    • What challenges are miners facing?

    Professional investors can expect to gain an insight on the future of mining and the effect it may have on the price and accessibility of commodities.
  • The Alphabet Soup of Chinese Equity Share Classes Apr 28 2021 1:00 pm UTC 60 mins
    Tim Harvey, C.E.O., NTree; Geoffrey Post, Director, Pelter Street Associates
    A Shares, B shares, H shares, N-shares... Red chips & P-chips? Without context, it seems there’s a different share class for each letter of the alphabet, consequently China equity markets can be impenetrable to the uninitiated. Foreign investments into China are still restricted, resulting in multiple companies floating around on various exchanges, providing investors with different ways to access this complex market. The characteristics of these classifications consider, currency traded, state or private owned and location of exchange. Regardless, this is your crash course on the alphabet soup that is the Chinese equity classes.

    In this presentation we answer:

    • What differentiates these classifications?
    • Why have China not cooperated with foreign investors until now?
    • How do I invest in the China equity market?

    Professional investors can expect to leave with clarification on the Chinese Equity Markets and the importance of so.
  • The Outlook for Precious and Base Metals with Paul Robinson, CRU Apr 21 2021 1:00 pm UTC 60 mins
    Paul Robinson, Hamad Ebrahim
    Hamad Ebrahim, NTree’s head of research, in discussion Paul Robinson, Director, CRU. They will cover the outlook for gold, silver, platinum, palladium, copper and nickel as well as whether a commodity supercycle has begun or not.

    Paul has over 25 years’ experience in commodity industries working across the metals, mining and power sectors. He is a member of CRU’s Group Executive, and works on M&A activities and broader business development opportunities for the company.
  • Battery Technology – An Industry of the Future? Apr 14 2021 8:30 am UTC 60 mins
    Mark Copley, Associate Professor., The University of Warwick; Hamad Ebrahim, Head of Research, NTree
    With the global automotive industry undergoing a shift towards more sustainable operations, the demand for improved battery technology is growing exponentially. As consumers and governments have been focused on the reduction of carbon emissions, the next step in battery development needs to solve some fundamental problems related to range, performance, reliability, weight and cost. The changing battery compositions and factory infrastructure needed for this will have impacts on the commodities sector and wider capital markets, changing the landscape of the automobile sector profoundly.

    In this presentation we discuss the technology behind batteries in Electric Vehicles and their potential in the automotive industry through the use of current battery technology, and the metals needed to support the production.

    We'll cover:

    • What are the projected number of EV manufacturers utilising this technology?
    • Where is battery technology, and what are the differences between the types
    • What metals are needed to make this transition a reality?

    Professional investors can expect to gain an insight of innovations and technology crucial to this transition.
  • Silver - Nature’s Ancient Wonder Material? [Spotlight on Metals] Recorded: Mar 24 2021 56 mins
    Tim Harvey, C.E.O.; Hamad Ebrahim, Head of Research.
    As the best conductor of electricity known to science, the performance of the spot price of Silver has a lot more factors than simply money and medals. Invaluable in the manufacture of high-performance solar panels, in water purification systems and, increasingly, in 3D Printing, Silver is set to become increasingly important as we move into a net zero, sustainable economy.

    Taking into account these macroeconomic trends, in this final episode of Metal.Digital’s Spotlight Series, we will examine some of the factors affecting the performance of the spot price of Silver over the next decade, asking:

    • What new and emergent technologies might create demand-side tailwinds?
    • How likely is it that the high price of Silver may lead to substitution in these technologies?
    • How might recycling or other supply-side pressures come in to play?
    • How can Silver be added to an ESG or SRI-orientated portfolio?

    Professional investors can expect to leave better understanding how their investment strategy might include Silver over the next decade.
  • Gold - More than Just an Inflation Hedge [Spotlight on Metals] Recorded: Mar 10 2021 68 mins
    Tim Harvey, C.E.O.; Hamad Ebrahim, Head of Research.
    One of the biggest stories of 2020, Gold has hit new heights in value in recent months. Far more than just a currency and a reliable store of value, it is also seeing growing demand for applications in electronics and industry.

    In this instalment of Metal.Digital’s Spotlight Series, we examine some of the less-heralded uses of Gold, focusing primarily on its applications in the transition to a fully electrified economy, and how Gold may be used as part of a diversified investment strategy. We will answer questions including:

    • Why is Gold used in electronics, and how much might this demand-side pressure change?
    • How might supply-side factors, including recycling, change over the next decade?
    • How can investors ensure that their investments only use ethically-sourced Gold?
    • Can metals in general be used in an ESG or SRI-orientated portfolio?

    Professional investors can expect to leave better understanding how their investment strategy might include Gold over the next decade.
  • Nickel - Against the Internal Combustion Engine [Spotlight on Metals] Recorded: Feb 24 2021 67 mins
    Tim Harvey, C.E.O.; Anton Berlin, Norilsk Nickel
    “Tesla will give you a giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way,” announced Elon Musk in July 2020 - such is the importance of the metal in making Electric Vehicles (EVs) viable as a mainstream mode of personal transport.

    As a result, the sustainable extraction of Nickel has become vital for the transition to a net zero economy, potentially making this metal a viable addition to an ESG portfolio.
    In this episode of Metal.Digital’s Spotlight Series, we analyse Nickel’s role in a decarbonising economy, examining:

    • How important Nickel is in the manufacture of EV batteries, and whether replacements are available.
    • What supply-side factors may affect the performance of the spot price of Nickel.
    • Which vehicles are available for professional investors to gain exposure to the performance of the spot price of Nickel in a multi asset portfolio.

    Professional investors can expect to leave better understanding how their investment strategy might include Nickel over the next decade.
  • Blockchain and Distributed Ledger Technology - Transforming the Financial World Recorded: Feb 17 2021 57 mins
    Tim Harvey, C.E.O; Arno Perthaler, Tokentrust
    Thanks to regular news coverage, professional investors are increasingly aware that blockchain will fundamentally alter their investment strategy decision-making. However, many investors poorly the differences between blockchain, Distributed Ledger Technology and cryptocurrency. As this exciting technology reaches maturity, its applications in boosting transparency, efficiency and security in global markets is becoming ever more apparent. This can help open up opportunities for those professional investors who are best able to understand its impact.

    In this special webinar from Metal.Digital, we discuss how the uptake of blockchain and DLT within finance will speed up the digitalisation of the sector, answering questions such as:

    • What is Distributed Ledger Technology (DLT) and how is it different from blockchain?
    • How might smart contracts be applied to finance?
    • How can real-world assets be uploaded and traded using Blockchain?
    • What changes might this cause within the sector at large?

    Professional investors can expect to be equipped with a better understanding of this influential facet of the modern market, and better able to understand how it can augment their own strategies.
  • Dr. Copper - Electrifying the World [Spotlight on Metals] Recorded: Feb 10 2021 59 mins
    Denis Sharypin, Director Strategic Marketing, Norilsk Nickel; Hamad Ebrahim, Head of Research, NTree
    Long considered a reliable indicator of global economic health, Copper will become even more vital as the world decarbonises and transitions to an electrified society. Capitalising on advances made in Hydrogen Fuel Cells, Electric Vehicle batteries and many other areas, Copper will be the sinews holding this new zero-carbon economy together.

    In this episode of our Spotlight Series, Metal.Digital examines some of these tailwinds that will affect the performance of the spot price of Copper, evaluating:

    • How Copper has performed in the past, and what have been the defining factors in that performance.
    • How can copper help in the transition to a low-carbon, or even net-zero, economy?
    • How will recycling and supply-side pressures affect the price of Copper?
    • What vehicles are available for gaining exposure to the spot price of Copper?

    Professional investors can expect to leave better understanding how their investment strategy might include Copper over the next decade.
  • Platinum Group Metals - Cleaning the World’s Air [Spotlight on Metals] Recorded: Jan 27 2021 43 mins
    Tim Harvey, C.E.O.; Hamad Ebrahim, Head of Research.
    Two of the most expensive metals in the world, Platinum and Palladium are also vital in removing harmful gasses from vehicle exhausts - a vital step to a net-zero economy. Since the 1970s, Platinum Group Metals have been the most important component in catalytic converters, and as governments around the world gradually require ever cleaner vehicles, the load of metal per unit has increased in step.

    In this second episode of Metal.Digital’s Spotlight Series, we support professional investors to better understand how the catalytics industry might affect the price of Platinum and Palladium over the coming decade, examining:

    • How the catalytic converter industry has affected the price of PGMs in the past.
    • The current trajectory of PGM loading in each unit over the next decade.
    • The macroeconomic trends that might differently affect the performance of Platinum vs Palladium.
    • What other trends might feed into the spot price of PGMs?

    Professional investors can expect to leave better understanding how their investment strategy might include Platinum Group Metals over the next decade.
  • Platinum Group Metals - A Zero Carbon Economy [Spotlight on Metals] Recorded: Jan 13 2021 68 mins
    Tim Harvey, C.E.O.; Hamad Ebrahim, Head of Research.
    As Internal Combustion Engines are gradually phased out across the world, the demand for Platinum and Palladium will likely be picked up by a new industry, no less transformational – Hydrogen Fuel Cells.

    Promising to radically alter the ways in which we produce and store energy, this technology will be instrumental in the transition to a zero-carbon economy across the world, with far-reaching benefits in both developed and emerging markets. In this first episode of Metal.Digital’s Spotlight Series, we go into detail on Hydrogen Fuel Cell technology, and what this might mean for Platinum and Palladium in particular asking:

    • What are Hydrogen Fuel Cells and how do they use Platinum or Palladium?
    • When might demand from Hydrogen Fuel Cells pick up?
    • Is there a danger of PGMs being substituted out in favour of another Commodity?
    • What vehicles are available for gaining exposure to the industry?

    Professional Investors can expect to leave better understanding the macroeconomic trends to inform their investment strategy regarding Hydrogen Fuel Cells.
  • 2020s: A Decade of China’s Dominance? Recorded: Dec 29 2020 67 mins
    Tim Harvey, C.E.O.; Geoffrey Post, Director, Pelter Street Associates
    Having borne the initial brunt of the Coronavirus crisis, China has led the global recovery since the Spring, seeing 4.9% growth year-on-year in Q3. Coupled with newsworthy stories surrounding Ant Financial, the Pan-Asia-Pacific Regional Comprehensive Economic Partnership (RCEP), and the prospect of a Biden presidency, to name but a few, China is set to present opportunities and pitfalls alike for investors in 2021.

    Traditionally a tough market for professional investors in Europe to understand, Tim Harvey (C.E.O., NTree International) and Geoff Post (Director, Pelter Street Associates) analyse some of the key trends in the China markets going into 2021.
    • What were the key milestones in 2020 and what are the areas to watch in 2021?
    • What might the new Asia-Pacific trade agreement, RCEP, mean for regional markets?
    • Why should you be interested in Ant Financial and their IPO?
    • How might a Biden presidency affect China markets in 2021?

    Professional investors will leave with a better understanding of the key trends of 2020, equipping them to better understand the complex China markets in 2021 and beyond.
  • 2020: A Great Year for Metals? Recorded: Dec 22 2020 52 mins
    Tim Harvey, C.E.O.; Hamad Ebrahim, Head of Research.
    The turbulence of 2020’s Coronavirus crisis has meant that many asset classes have experienced a great deal of volatility this year, but certain metals have offered strong returns. Both as directional trades, diversifiers, and inflation hedges, metals can be attractive to investors of all stripes, not least as that turbulence looks set to continue into 2021.

    However, many asset allocators have neglected this asset class, even despite the headline-grabbing performance of Gold. In this webinar, Tim Harvey (C.E.O.) and Hamad Ebrahim (Head of Research) of NTree analyse an eventful year in the commodities markets, offering insights into:

    • Why Gold and certain other metals have hit new highs this year.
    • The stellar performance of Silver, Palladium and other metals.
    • Spot or futures: understanding the case for each.
    • How might investors gain exposure to commodities in the future.

    Professional investors will leave with a better understanding of the key trends of 2020, equipping them to better understand the commodities market in 2021.
  • Takeaways From The 5th Plenary Session of the Communist Party of China Recorded: Nov 10 2020 54 mins
    Tim Harvey, CEO, NTree; Geoff Post, Pelter St. Associates
    300 of China’s most senior politicians descended on Beijing at the end of October, tasked with laying out their country’s roadmap to 2025 and beyond. Designed to propel China towards a fully modern economy, this is far more ambitious than the normal Five Year Plans. Affecting every area of the economy, the outcomes will have major implications for European investors. We discuss the implications for your portfolios.
  • The Implications of a World Without China Recorded: Oct 27 2020 33 mins
    Tim Harvey, CEO, NTree
    Home to 25% of Fortune 500 companies, manufacturing 90% of our laptops, and refining 80% of our rare earth metals – the world would be a different place without China. Following on from our recent technical paper, Tim Harvey will be evaluating what the global economy would be like without China and what this means for European investors.
  • Gold versus Gold Miners Recorded: Aug 11 2020 59 mins
    Tim Harvey, CEO, NTree; Danny Dolan, Managing Director, China Post Global UK, Hamad Ebrahim, Head of Research, NTree
    With the massive Gold rally over the last month, should investors buy the metal or participate in Gold stocks? Tim Harvey discusses the case for Gold versus the Gold BUGS ETF with Danny Dolan, MD of China Post Global (UK) and Hamad Ebrahim, Head of Research at NTree.

    - Physical gold is now steady over $2000 per ounce. With a rise of 34% over the last year, it is one of 2020’s big stories and is leading many investors to look for ways to gain exposure in their portfolios.

    - Participating in unhedged gold miners stocks offers investors the opportunity to outperform the spot price of gold in a bull market, as the producers are not locked in to the current prices of the physical asset. This trend may expand due to falling energy prices cutting production costs whilst the geopolitical landscape keeps demand high.

    - Market Access NYSE Arca Gold BUGS Index UCITS ETF provides a way for investors to cheaply access unhedged gold miner stocks in a UCITS-regulated fund. It is outperforming the growth in the spot price of gold dramatically YTD in the current prolonged bull market.
  • Smart Investing - China Insight & Solutions Recorded: Jul 1 2020 48 mins
    Shuang Cai – President, China Post Global
    Shuang Cai - President, China Post Global provides insight on the China markets and discusses smart beta investment solutions.
  • ESG Investing in China Recorded: Jun 24 2020 38 mins
    Geilan Malet-Bates: Co-Founder & Managing Director, Plenitude
    How has China’s economic past created the drive for a shift to a greener economy? What is China's internal sustainable finance policy and how does this fit in with the prevailing EU Taxonomy? Geilan Malet-Bates of Plenitude discusses.
  • Non-UCITS Funds: Your Alpha from Beta Opportunity Recorded: Jun 16 2020 49 mins
    Tim Harvey, NTree; Annie Shum, CSOP; Adriano Pace, Tradeweb; Rui Yu, Mirae
    Join Tim Harvey as he discusses Non-UCITS Funds with three industry veterans.
Educating Investors on the case for China and Commodities
NTree’s goal is to educate European investors on the investment opportunities in the Chinese and Commodities markets.

As the Chinese economy continues to grow at breakneck pace and China remains at the forefront in innovation in high-tech sectors, the investment case for China is stronger than ever. Meanwhile, world market volatility further highlights the necessity for European investors to consider adding Commodities to their portfolios both for diversification, and for momentum.

We believe that both phenomena are inextricably linked, and present unique opportunities to the discerning investor - we intend to support investors in uncovering those opportunities.

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  • Title: CISI & CSOP: China’s Capital Markets Opportunity Post COVID-19
  • Live at: Apr 21 2020 8:00 am
  • Presented by: George Littlejohn - Senior Adviser, CISI; Tim Harvey - CEO, NTree; Annie Shum - Deputy Head of Inst'l Business, CSOP AM
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