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.