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
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Address:
Grand Salon, Four Seasons Hotel Pudong, 210 Century Avenue, Pudong, Shanghai
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