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China's Bright Future

China, the world’s second biggest economy, is responsible for around 30% of global growth, yet foreign investors own only 4% of onshore equities. Often subsumed into regional or Emerging Markets indices, investors can sometimes feel reluctant to make standalone allocations to the market.

In the latest update to our yearly series, we look back at where China has come from, how it has handled Covid-19, and provide a snapshot of where the economy might be headed.

• How has China reached its current stage of development?
• How was the country affected by the Coronavirus pandemic?
• What is the status of the China capital markets?
• What opportunities and challenges do investors face in China?
• Can China be included in ESG allocations.

Professional investors can expect to gain an entry-level overview of the trajectory of the Chinese economy.
Recorded Aug 11 2021 49 mins
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Presented by
Tom Sleep, NTree International
Presentation preview: China's Bright Future
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  • China's Bright Future Recorded: Aug 11 2021 49 mins
    Tom Sleep, NTree International
    China, the world’s second biggest economy, is responsible for around 30% of global growth, yet foreign investors own only 4% of onshore equities. Often subsumed into regional or Emerging Markets indices, investors can sometimes feel reluctant to make standalone allocations to the market.

    In the latest update to our yearly series, we look back at where China has come from, how it has handled Covid-19, and provide a snapshot of where the economy might be headed.

    • How has China reached its current stage of development?
    • How was the country affected by the Coronavirus pandemic?
    • What is the status of the China capital markets?
    • What opportunities and challenges do investors face in China?
    • Can China be included in ESG allocations.

    Professional investors can expect to gain an entry-level overview of the trajectory of the Chinese economy.
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    The importance of commodities for the global economy
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    The outlook for the commodity market, and whether we are in the midst of a supercycle

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    We’ll cover:

    The intricacies of emerging markets and China’s role
    The opportunities for foreign investors
    How to access the emerging markets

    Professional Investors should expect to leave with an in-depth understanding of the characteristics, limits and risks of investing in emerging markets but more specifically, China.
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    In this presentation we discuss the opportunities waiting for investors in the Chinese fixed income market. Evaluating;

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    • 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? Recorded: May 17 2021 47 mins
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    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?
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    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.
  • Rat to Ox - China's Equity Markets go from Exotic to Core in a Year Recorded: Apr 28 2021 52 mins
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    Professional investors can expect to leave with an understanding of the recent developments in the Chinese Equity Markets.
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    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.

    Providing education and the investment case for commodities vital to a net zero carbon economy, Metal.Digital regularly produces webinars and thought pieces from market outlooks to the use of Digital Ledger Technology in the mining supply chain. To find out more, click here: https://metal.digital/
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    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?

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    • What new and emergent technologies might create demand-side tailwinds?
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    • How might recycling or other supply-side pressures come in to play?
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    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?
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    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?

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    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.
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    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.
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: China's Bright Future
  • Live at: Aug 11 2021 8:30 am
  • Presented by: Tom Sleep, NTree International
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