In-person Event: China & HK Equity Markets: Poised for a Rebound in 2024?

Watch the replay

Chapters

00:00 - Opening and intro by Steffanie Yuen, Managing Director and Head of Hong Kong at Endowus

‍08:30 - Panellists self-introduction

‍10:41 - Fireside Chat: China & HK Equity Markets: Poised for a Rebound in 2024?

‍45:45 - Q&A

About the event

China & HK Equity Markets: Poised for a Rebound in 2024?

The MSCI China Index and Hang Seng Index have risen 15.8% and 16.3% year-to-date as of 20 May 2024, most recently rallying on encouraging policy releases and the resultant sentiment improvement. Some positive news headlines, including the “Nine-Point Guideline” aimed at capital markets reform published by the State Council, China SWF Central Huijin Investment ramping up ETF purchases and the recent release of new property stimulus plans from Beijing, are luring investors to rotate into China and Hong Kong equity markets from high valuation markets, such as India and Japan.

A critical question for many investors is the sustainability of the positive turn. With the much anticipated Third Plenum slated for July 2024, and the US election in sight in November 2024, how should investors navigate the remainder of the year and strategically position their portfolios in the short and medium term amid these events?

Endowus, in collaboration with Hong Kong Securities and Investment Institute (HKSI Institute), warmly invites you to join an exclusive in-person discussion, on 12 June 2024 (Wed) from 6:30 to 8:30pm, with a panel of experts from Abrdn, Allianz Global Investors, and JP Morgan Asset Management on the outlook for China and Hong Kong equity markets from economic indicators, policy changes to market sentiments, and most importantly, the potential investment opportunities and implications to investors’ portfolios. The session will be moderated by Steffanie Yuen, Managing Director, Head of Hong Kong at Endowus.

Event Information

Date: Wednesday, 12th June 2024
Time: 6.30pm - 8.30pm  (registration begins at 6pm)
‍Venue: The Executive Centre, 15/F, AIA Central, 1 Connaught Road Central, Hong Kong

The event may qualify for 1 hour of Continuous Professional Training (CPT) under the Hong Kong Securities and Futures Commission guidelines subject to your employer or internal compliance approval. An attendance letter can be requested and will be issued 7 business days after the event. A minimum participation time of 50 minutes is required to receive credit.

About the speakers

Nicholas Yeo, Director and Head of Equities, China, abrdn

Nicholas Yeo is the Head of Equities – China. Nicholas joined the company in 2000 via the acquisition of Murray Johnstone. He was seconded to the Global Emerging Market team in London for two years where he covered EMEA and Latin American companies, before returning to the Asian equities team in Singapore in March 2004. In March 2007, he transferred to Hong Kong to lead Chinese equity research.

Nicholas holds a BA (Hons) in Accounting and Finance from The University of Manchester and an MSc in Financial Mathematics from Warwick Business School. He is a CFA charterholder.

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Tessa Wong, Chinese Equities Specialist, Allianz Global Investors

Tessa Wong is a Hong Kong-based product specialist with Allianz Global Investors. She joined the firm in 2017 and specializes in Greater China equity and Asian income strategies.

Tessa’s previous experience includes working at Citi and JP Morgan private bank, where she was the product manager overseeing the fund platform ranging from fixed income to multi asset and equity strategies.

Since joining Allianz Global Investors, Tessa has contributed significantly to the growth of the China A Shares and All China equity strategies and has also led the development of our Asia and China Income franchise.

Tessa has a Bachelor of Social Science in Economics and a minor in Finance from the Chinese University of Hong Kong and is also a CFA Charterholder.

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Francesco Chan, Investment Specialist - Emerging Markets & Asia Pacific Equities, J.P. Morgan Asset Management

Francesco Chan, vice president, is an Investment Specialist within the Emerging Markets and Asia Pacific Equities (EMAP) team, based in Hong Kong. An employee since 2015, he is responsible for portfolio management communications across institutional and distribution client relationships. He has over a decade of experience in the asset management industry and was a client account manager for the institutional business before assuming responsibilities as an Investment Specialist for EMAP Equities. Prior to JPMorgan, he was responsible for sales and business development at Bloomberg LP and GF International Investment Management. Francesco obtained a BSc in Management Sciences from London School of Economics.

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Steffanie Yuen, Managing Director and Head of Hong Kong, Endowus

Steffanie Yuen is the Managing Director and Head of Hong Kong at Endowus, and is responsible for leading the firm’s business in the region.

Before joining Endowus, Steffanie was Managing Director at Value Partners and was responsible for leading the Group's Direct Distribution, Marketing, Communications and Investor Relations functions, as well as other key strategic growth initiatives. Prior to Value Partners, she was the Business Development and Strategic Partnerships Director at Alibaba's fintech affiliate Ant Group, where she was responsible for driving strategic collaborations and partnerships with international financial institutions and Ant's overseas e-wallet partners, which together serves over 1.2 billion annual active users globally.

Steffanie started her career in the investment banking divisions of Deutsche Bank and Barclays in Hong Kong and holds a BS in Finance and Accounting degree from New York University’s Stern School of Business. She is currently the Co-Chair of the WealthTech & InvestTech Committee of the Fintech Association of Hong Kong.

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