Invest in China´s new economy focusing on company fundamentals and ESG

18 November 2021 | 3:00 PM CET | 2:00 PM UK Local Time
In the last decade, China’s economy accounted for almost 40%* of the world’s economic growth, while its stock market—now the world’s second largest—grew by almost 140%.** However, the sectors that powered the country’s incredible growth in the past are not the ones leading it into the future. China is now a sophisticated, technologically advanced, and consumer-driven economy and home to some of the world’s most innovative companies. Investors must still consider certain risks when investing in China, such as, among others, foreign currency risk, emerging markets risk and risk of investing in smaller companies.

During this webinar, we will discuss a unique disciplined GARP (Growth at a Reasonable Price) approach to invest in Chinese companies with a focus on fundamentals, which has resulted so far in outperformance versus traditional China equity benchmarks. The equal weight approach focuses on new economy sectors that are driving the transformation of the Chinese economy.

Some of the topics we’ll discuss include:
- The opportunity to participate in the potential growth of the largest middle class in the world
- The reason why traditional Chinese benchmarks have failed to translate economic growth into shareholder returns
- The importance of following a disciplined, yet flexible, methodology that focuses on company fundamentals
- The role of ESG in fostering sustainable growth in China, and how our “wisdom of the
crowds” approach avoids the pitfalls of narrow and subjective ESG ratings

Join us for a 30-minute webinar, where we’ll explain our way to invest in the country’s most dynamic and fastest growing sectors, based on a sound framework focused on company quality and ESG criteria.

Speaker: Carlos Diez, CEO, MarketGrader
Moderator: Ahmet Dagli, Sales & Business Development, VanEck

*International Monetary Fund's (IMF) World Economic Outlook
**World Federation of Exchanges

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