Thursday May 16
12:00 PM - 1:30 PM
Racquet Club of Philadelphia
215 South 16th Street
If you knew of an equity market with high-quality companies experiencing rising earnings growth that was still attractively valued relative to other markets, your interest would probably be piqued. Yet despite favorable long-term fundamentals, economic growth and rising consumer wealth, China's risks have outweighed its opportunities, leading to insufficient exposure to the country's equity markets. However, China continues to confound its skeptics. Chinese stocks and bonds are now included in major benchmarks for the first time while strong wage growth and low household debt continue to make China the world's best consumer story. It's time to rethink what you know about China and consider investing in the world's second-largest economy.
Please join Matthews Asia Portfolio Strategist David Dali to learn about China's macroeconomic framework and key investing themes that are driving the region's long-term growth. Topics will include:
- The outlook for China's economy and markets
- Why investors should not let trade tensions scare them away
- The significance of Asian consumers' buying power
- How best to access China's equity market
- Why an active approach is essential in having China represent a core part of a portfolio
David Dali is a Portfolio Strategist at Matthews Asia. In his role with the investment team, David serves as a macro thought leader, and also serves as a proxy to Portfolio Managers, providing individual portfolio insights and
analytics to clients. Prior to joining Matthews Asia in 2015, he was a Portfolio Strategist for BlackRock with the firm's Multi-Asset Emerging Markets Allocation Fund. David has more than 25 years of investment experience in broad emerging markets with the majority of his career spent as a trader and portfolio manager allocating across equity, fixed income, currencies and derivatives within both long-only and long-short strategies. He earned a Bachelor of Science in Commerce from Santa Clara University.