Investing in China – Navigating the Geopolitics and Is Now the Time?

Date:

11 April 2023 15:30 to 18:30

Venue:

Het Slot Zeist, Zinzendorflaan 1, 3703 CE Zeist, Netherlands

Chairperson:

Jeroen van der Put, Board Member, Centraal Beheer Apf and member of EPFIF Dutch Advisory Committee.

Details:

Global Geopolitical views including US/China – Implications for markets
What is Europe’s role – does is stay connected to China/EU agreements with China?
China’s own perspective of rest of the world and how it sees itself?
Should your investment policy take account of China’s ESG policy?
Exclude China or not – implications? The Taiwan Question?
Implications of the fact that China makes up a significant proportion of EM/Global Market cap indices
What role should China play in your portfolio and how can you analyse the risks/rewards?