Podcasts

Hymans Robertson On... Episode 30

Investment - The Dragon Awakens Opportunities in Chinese Equities

11 May 2021

Overview

In episode 30 of Hymans Robertson On… our host Ben Farmer, Senior Investment Consultant, presents the second in a mini-series on Investment: The Dragon Awakens - Opportunities in Chinese Equities. Ben welcomes Nick Price, Emerging Markets Equity Portfolio Manager at Fidelity International, and Asad Rashid, Investment Research Consultant at Hymans Robertson. During the episode we cover the growing influence of Chinese stocks in global equity markets, opportunities and risks they impose, implications for pension scheme portfolios, and the actions for investors to take.

Notes and Resources

Five things every emerging markets investor should know

Sound effects obtained from https://www.zapsplat.com

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Key Topics
  • EM quick facts : (00:54)
  • EM equity market update : (02:39)
  • Growing influence of Chinese stocks : (04:45)
  • Focus on China A shares : (08:20)
  • Exposure shifts in EM equities : (11:32)
  • EM equity trends and outlook : (16:42)
  • “What do you know now?” quiz : (19:57)
  • Summary : (23:49)

Speakers

Ben Farmer

by Ben Farmer
Senior Investment Consultant

Asad Rashid

by Asad Rashid
Investment Research Senior Consultant