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?

HKSI Institute is delighted to be a Supporting Partner for the Endowus in-person event on 12 June 2024, from 6:30 to 8:30 pm. The event will feature a panel of experts from Abrdn, Allianz Global Investors, and JP Morgan Asset Management, who will discuss the outlook for China and Hong Kong equity markets, covering economic indicators, policy changes, market sentiments, and the potential investment opportunities and implications for investors' portfolios. The session will be moderated by Steffanie Yuen, Managing Director and Head of Hong Kong at Endowus.

Event information
Date: 12 June 2024 (Wed)
Time: 6:30pm - 8:30pm
Venue: The Executive Centre, 15/F, AIA Central, 1 Connaught Road Central, Hong Kong

Seats are limited. Register your interest to attend this event today: https://hk.endw.us/3yCVfX1