Seminar 'Investing in China, Asia, Emerging & Frontier Markets in turbulent times'
The re-election of President Donald Trump is set to introduce a more nationalistic and protectionist US economy, causing significant shifts in global economic policies and affecting trade relations with China, Emerging and Frontier Markets.
In addition, the divergence between China's economic policies, as well as economic policies within Emerging and Frontier Markets and those of Western economies is becoming more pronounced. China is increasingly focusing on developing internal industries, such as semiconductors, and selectively reduces dependence on global supply chains. Many Emerging and Frontier Markets are strengthening economic ties with China.
These developments raise critical questions for investors regarding the long-term risks and opportunities associated with assets in China, Emerging and Frontier Markets, causing hesitance among investors. However, a diverse array of opportunities is in sight. Drivers of growth seem to include favourable demographics, infrastructure investment and economic development. Are investors missing out?
How should institutional investors approach allocations to China, Emerging, and Frontier Markets amid rising geopolitical and macroeconomic uncertainty? Which sectors and asset classes within these markets are best positioned for long-term growth?
On Tuesday afternoon, May 27th, 2025, from 2.30 to 6 pm, Financial Investigator is hosting an educational event on 'Investing in China, Asia, Emerging & Frontier Markets in turbulent times: Are investors missing out?'.
The seminar will be chaired by Harry Geels, Economist and Senior Investment Advisor, Auréus.
Top speakers will share their views, including:
- Roland van den Brink, Founder, TrigNum
- Tim Crijns, Fund Manager Triodos Microfinance Fund, Triodos Investment Management
- Michaël Vander Elst, Fund Manager, DPAM
- Louis-Vincent Gave, Founding Partner & CEO, Gavekal
- Carlos von Hardenberg, Founder & Portfolio Manager, MCP Emerging Markets
- Jennifer Passmoor, Portfolio Manager, HSBC Asset Management
- Sandy Pei, CFA, Deputy Portfolio Manager, Asia ex-Japan, Federated Hermes Limited
- René van der Zeeuw, Investment and Board advisor
Registration
This seminar is exclusively for investment professionals working at a Family Office or a foundation. Your registration is subject to approval by Financial Investigator and the parties making this seminar financially possible.
