mallowstreet University Dinner: What Next for China?

From a global outperformer in 2020, China’s stock market struggled to recover in 2021 and early 2022. However since Q2 2022 China’s economy has been recovering. With 16 years’ experience investing in his native China, Redwheel Portfolio Manager, Colin Liang will share his experience over the past few years navigating these challenges and highlighting the long-term structural trends and industries that make a compelling case to stay invested in the region. Colin will cover:

What lessons have we learned from the developments over the past few years
The drivers of the recovery since Q2 2022: Easing of Covid restrictions, internet regulations and geopolitical concerns. The significance of the easing of monetary and fiscal policy
The long-term growth opportunities in electric vehicles, renewable energy and internet sectors

This evening session is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers and their advisers.

Speakers

Colin Liang
Portfolio Manager
Colin leads our China research effort and is a member of the investment committee for the Redwheel Emerging and Frontier Markets strategies. He has 16 years of experience in investment and financial analysis, most recently at NN Investment Partners (ING Investments) where he was a portfolio manager responsible for investments in Greater China.
Previously, Colin was an investment analyst at SeaTown Holdings and equity research analyst at Bank of America Merrill Lynch. He holds a Master’s in Finance from Lancaster University in UK and a Bachelor’s in Economics from Tongji University in China. Colin is a native speaker in Mandarin.
Joanna Lancaster
Head of Global Consultants
Joanna joined Redwheel in 2006 having previously worked as a Client Director at Deutsche Asset Management (Morgan Grenfell) responsible for a portfolio of segregated corporate, local authority and charity clients. Prior to DeAM Joanna worked as an Equity product specialist for a leading UK Insurance Co. She started her investment career in 1986 as a UK/European stockbroker at Kleinwort Benson. Joanna graduated from Somerville College with a BA (Hons) in Modern History in 1985.

Program

6:30 PM Guest Arrival and Welcome Drinks
7:00 PM Seated for Dinner
7:05 PM Service beings followed by Presentation and Discussion

Join Colin Liang from Redwheel who will share his experience over the past few years navigating these challenges and highlighting the long-term structural trends and industries that make a compelling case to stay invested in the region

Speaker

Colin Liang, Portfolio Manager, Redwheel
9:00 PM End

mallowstreet University Dinner: What Next for China?

Speakers

Program

6:30 PM Guest Arrival and Welcome Drinks

7:00 PM Seated for Dinner

7:05 PM Service beings followed by Presentation and Discussion

Speaker

9:00 PM End