In our most recent seminar, we explored the future of China and the US’s economies in a time of tariffs, uncertainty, and shifting power nodes.
Special thanks to our speakers for the session, who shared their takes and perspectives: Brendan Ahern, Chief Investment Officer at KraneShares Aman Pujara, Director of Portfolio Construction & Quantitative Research at Syfe You may watch a recap of our webinar here:
After years of underperformance, the Chinese equity market is showing signs of a sustainable recovery. Valuations are at multi-year lows, stimulus is gaining traction, and foreign capital is starting to flow back in. This recovery has been powered not by hype, but by fundamentals—corporate buybacks, stimulus measures targeting real estate and consumption, and a shift in global capital allocations away from overpriced US tech stocks toward undervalued Chinese growth names.
The Case for Adding Chinese Equities
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