The Value of Active Strategies for Investing in China Amidst the Ongoing Rocky Path of China-US Relationship
Wendy Chen of GAM Investments
May 29, 2023
China is not an easy market for international investors to get right. And sometimes, in a country with such a powerful state presence and such robust policies, investments can be derailed by totally unforeseen short-term policy vacillations and regulatory shifts, as happened in 2021. And, of course, market performance can also be affected by the volatile US-China relations and geopolitics.
Armed with an incredibly detailed slide presentation, Wendy Chen, Senior Investment Analyst at GAM Investments in Hong Kong, offered delegates an insightful presentation on the importance of looking through these phases and challenges to see the key trends and opportunities, which for China means investors making their choice of sectors and assets aligned with the future, not the past, while constantly reviewing their exposure and risk management amid state actions and geopolitical tensions.
Wendy reported that she believes that the US-China relationship should be a key area of focus for investors looking at China and wanting to incorporate the right levels of risk assessment and management.
And she stated upfront that she believes that active asset management for China was the way forward, in order to adjust investment strategies timely in response to changing market conditions, identify undervalued opportunities and capitalize on emerging trends .
Her thesis was that with many variables and the complexity of the Chinese political models and economic ambitions, investors should trust experienced active fund managers such as GAM, with their experience, expertise and dedication.
See this link to Wendy’s slide show: https://pdf.hubbis.com/pdf/gam-malaysia-wmf-2023.pdf
And click this link to watch the VDO of her talk: https://www.hubbis.com/event/malaysia-wealth-management-forum-2023-2023-4-12/presentation/active-investing-on-the-rocky-path-of-us-china-relations
Senior Investment Analyst at GAM Investments
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