Tuesday, October 22, 2019 - 8:30AM to 11:30AM
Gavekal Founding Partner Louis-Vincent Gave will present his view on the global macroeconomic environment. Asia Analyst Vincent Tsui will present the outlook for the region, and why investors should view Asia as a unique asset class with higher returns than developed markets and lower volatility than other emerging markets. Corporate Analyst Thomas Gatley will discuss the recent (partial) pivot in macro policy and the outlook for A-shares.

8:30 - 9:00 Registration
9:00 - 9:45 Thomas on China macro and A-share outlook
9:45 - 10:30 Vincent on Asia market
10:30 - 10:45 Coffee break
10:45 - 11:30 Louis on the global environment
Address: Grand Salon, Four Seasons Hotel Pudong, 210 Century Avenue, Pudong, Shanghai

 

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