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Q1 2022 China Market Update: The Sum of All Fears & Liu He Lifts the Market

Thursday, April 7th, 2022
3pm - 4pm BST, 4pm - 5pm CEST

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Event Details:

Q1 2022 China Market Update: The Sum of All Fears & Liu He Lifts the Market
Thursday, April 7th, 2022
3pm - 4pm BST, 4pm - 5pm CEST

The first quarter of 2022 was one for the record books. A strong January saw China outperform as the central government signaled supportive policy measures and easing. Then the Russian invasion of Ukraine, spiking commodity prices, and Omicron outbreaks in both Hong Kong and Mainland China caused a dramatic about-face.

Next, the SEC published the first provisional list of US-listed Chinese companies that may face delisting in three years due to the Holding Foreign Companies Accountable Act (HFCAA). These issues amounted to something KraneShares CIO Brendan Ahern has called “the sum of all fears” in markets.

We believe investors have priced in the worst-case scenario for multiple events, which resulted in offshore equities, particularly China internet stocks, reaching once-in-a-decade lows.

Finally, to cap off a dramatic quarter, China’s Vice Premier, and third most senior government official, Liu He, delivered a speech on March 16, which sent markets soaring. In the speech, Mr. He reaffirmed China’s support for the markets and internet platforms and its commitment to working with the United States to resolve the delisting issue. Now investors are waiting for follow through on these promises.

Join KraneShares CIO Brendan Ahern and Head of International, Dr. Xiaolin Chen, as they discuss this historic quarter, provide an outlook for what’s next, and take your questions.

This is a marketing communication. Please refer to the UCITS and to the KIID before making any final investment decision.