Event

Webcast: China & the key factors shaping the market today

Join Jerry Wu, Fund Manager of the Polar Capital China Stars Fund, and Andy Chen, Head of China Research, as they share their outlook on the region. They will highlight how China’s progress and breakthroughs in technology innovation, policymakers' strategies to combat deflationary pressures and evolving geopolitical landscape are the key factors shaping Chinese equity market returns today. Jerry and Andy will also discuss three themes behind the resurgence in interest in China: Structural winners in high-end manufacturing and AI technology, the recovery in domestic consumption and the global expansion of Chinese multinationals. With high-quality companies trading at attractive valuations, and as volatility from domestic policy stimulus and the evolving trade war persists, they believe there will be plenty of opportunities for investors in 2025.