GaoTeng - Is China still investable?

GaoTeng - Is China still investable?

GaoTeng is an asset management company with the strategic backing of Tencent Holdings and Hillhouse Capital Group. It has a multi-award-winning Greater China focus equity long/short strategy that aims to deliver strong risk-adjusted returns throughout the market cycles.

The question of “Is China still investable?” has been heatedly debated among global investors, as China equities have been facing several headwinds from regulatory shifts, as well as Covid-related uncertainties.

Drawing on Distinctive and Exceptional career history through SAC Capital, Goldman Sachs, and Millennium, Daniel Li - Equity CIO of GaoTeng Global Asset Management Limited, is a hedge fund veteran focused on China-related equities and has developed a unique investment philosophy that is Strategically Driven by Macro, Fundamentally Rooted in Value and Systematically Exploiting Quantitative Trading to Maximize Return Potential.

 

Throughout his 20 years of investment and research journey, he has been successfully navigating many cycles and is known as a veteran to obtain potential absolute returns in volatile markets.

In this Webinar Daniel shares his thoughts on all China-related trend topics that will shape the market going forward.

  • Is China still investable despite challenges?
  • All eyes on China National Party Congress Meeting: key directions and implications
  • Where do they see the most attractive opportunity set?
  • Has the US equity market been priced in recession risk, or are we expecting further downturns?
  • Views on Russia/Ukraine conflict escalation