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International

TIME TO TURN TO ASIA AGAIN?

  • Web Conference
  • Thu, 20. April 2023
  • 9:30am CEST

OVERVIEW

The economic headwinds that faced Asia last year have begun to ease. China and India are expected to account for more than half of global growth this year. Other countries in the region like Vietnam, Thailand and Indonesia have returned to their pre-pandemic growth. Where in this environment do investment opportunities arise? Top international investment experts will share their insights for the region and major Asian asset classes.

Exclusively for institutional and professional investors from Austria, Germany and Switzerland.

All presentations will be held in English.

Presentations from

Agenda

Thu, 20. April 2023

9:30am CEST

Start of event

9:35am - 10:05am CEST

Can Asia offer more than China reopening for 2023?

Chris Chan, Portfolio Manager, EFG Asset Management

With China’s re-opening momentum gathering pace and now largely positioned for by investors, what else can the Asia region offer for 2023. Korea and Taiwan were some of the weakest markets globally in 2022, but has the IT cycle finally bottomed? India was one of the strongest markets in 2022 but can they repeat such strength for this year?

10:05am - 10:35am CEST

Japan Economy 2023 and the Investment Opportunities

Oleg Kapinos, Senior Product Specialist, Tokio Marine Asset Management

Markets have been jittery over the fear of banking crisis recently, and inflation data is not providing much solace either. Where does this environment leave Japan in terms of the outlook for the equity markets? Are there still attractive investment opportunities? Oleg Kapinos will address these and other topics in his presentation.

10:35am - 11:05am CEST

Where are the contrarian opportunities in China?

Jonathan Pines, Lead Portfolio Manager, Federated Hermes

China, the world’s second most liquid stock market, has had its recent fortunes dictated by an apparently never-ending stream of negative headlines and can’t seem to catch a break. The silver lining is that from a valuation perspective it now trades at near a record low valuation relative to the rest of the world. Both China’s value and growth stocks are now very attractively priced relative to similar-profile stocks in other countries. Where though, are the most compelling opportunities to be found and are they worth the risks?

11:15am CEST

End of event

Speakers

Chris Chan

Chris Chan manages the New Capital Asia Future Leaders Fund and is Co-Manager of the New Capital China Equity Fund and the New Capital Emerging Markets Future Leaders Fund. He joined EFGAM in 2015 as an Equity Analyst. Previously he worked several years as an equity investment manager and an equity research analyst.

Oleg Kapinos

Oleg Kapinos joined Tokio Marine Asset Management, London in 2017 as Product Specialist, and was consequently seconded to MJ Hudson. Prior to that, he spent over 10 years in a variety of roles in Tokyo, including investment banking, fund selection, due diligence and as a Product Specialist at Neuberger Berman.

Jonathan Pines

Jonathan Pines joined Federated Hermes in March 2009 as portfolio manager responsible for China and Asia ex-Japan within the Emerging Markets strategy. He has been lead portfolio manager for the Asia ex-Japan strategy since its launch at the start of 2010. Prior to joining, he was a fund manager at RAB Capital and an analyst at Orbis Investment Advisory in London.

Moderator

Thomas Schalow

Thomas Schalow is the CEO of Capitalmarkets.net. He has over 25 years of experience in investment management, including various management roles at international investment firms. He publishes on financial topics and regularly moderates investment events.