China's 2023 Growth Outlook with KraneShares

All eyes are on China with the mega-economy remaining the last country reopen post pandemic. Assuming the Government relaxes its “dynamic zero-COVID” strategy, China’s GDP forecast is expected to rebound to above 5 percent in 2023. If that’s accurate, using last year’s nominal country GDP figures as a base, and applying the IMF’s forecast 2022 and 2023 inflation-adjusted growth estimates for each, China will account for 30% of aggregate global growth next year.

With President Xi’s securing his third term as the party’s leader, analysts are keeping their eyes peeled on the CCP’s annual Central Economic Work Conference next month, which will shed more light on China’s economic policy direction. There is no doubt that China deserves a place in a globally diversified investment portfolio.

Join us as we go through the macro outlook and market trends for China in 2023, with Brendan Ahern from KraneShares, and Ritesh Ganeriwal, Head of Investment Advisory at Syfe.

Timecodes:
00:00 Introduction
05:30 Poll
07:12 Top of Mind
07:48 State of Markets
09:32 Kraneshares Introduction
11:00 Out of Favor? Un-investable?
14:12 China Index Performance
16:19 The Sum of All Fears
18:29 Hong Kong’s Main Board Short Sale
20:20 Party Congress
21:34 What are the geopolitical risks for China stemming from Russia’s invasion of Ukraine?
22:05 US multinationals continue to look to China’s market for growth
22:58 Hold Foreign Companies Accountable Act
24:53 What is Dynamic Zero COVID
25:57 Real Estate
27:11 The People’s Bank of China
27:30 What Have Onshore Investors Been Focused: Economic & Policy Themes
29:44 Stocks popular among foreign and domestic investors have corrected.
30:22 Conclusion
32:24 Fireside Chat

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[blinkk_k]

can u do $NIO.. they're going to be MASSIVE !