HSBC Asset Management China Summit
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Event Highlights
China Summit
Defining the next chapter of global growth
We were delighted to host the annual HSBC Asset Management China Summit and to hear insights from speakers across government and industry on how China is entering a new era, driven by renewed confidence, openness, and rapid technological advancement. Here are the main takeaways from our sessions.
Investment Insights
Asia Outlook
Charging ahead in the Year of the Horse
As the Year of the Horse trots into view, concerns over global trade policies, the direction of interest rates, and growth continue to shape global financial markets. In this article, our investment experts delve into whether Asia’s economic landscape is resilient against external uncertainties and assess the outlook of the major asset classes in the region.
Equities
Explore how the current AI investment cycle is reshaping global markets. Uncover insights on supply chain dynamics, uneven enterprise adoption, and strategic opportunities across power, semiconductor, and software sectors.
Our perspective on Chinese equities, highlighting policy-driven growth, AI innovation, and sector diversification. We provide insights into emerging opportunities while emphasizing the importance of expert guidance. Not investment advice.
ETFs and Indexing
China’s tech sector is thriving, supported by government innovation policies, a deep talent pool, and record household savings flowing into equities. AI adoption and easing US-China tariffs boost market confidence. The Hang Seng Tech Index stands out, offering growth potential and attractive valuations for investors.
Explore China’s vibrant equity market, where easing tariffs, supportive policies, and rapid AI innovation are driving growth and investor confidence. Uncover how targeted reforms, infrastructure expansion, and a focus on tech self-sufficiency are shaping new opportunities for investors in an evolving global landscape.
Liquidity
For corporate treasurers in Europe and the United States, money market funds (MMFs) are a commonly used tool prized for their liquidity and capital preservation objectives. Read our reference guide explaining the differences between regions and highlighting what we consider to be the most important considerations when exploring Asian MMFs.
A comprehensive overview of stablecoins and tokenised money market funds, highlighting their potential impact on the financial ecosystem, and comment on current developments in certain markets.
Fixed Income
Emerging Markets Debt (EMD) offers strong fundamentals, attractive yields, and renewed investor interest. With solid credit quality and under-allocation in global portfolios, EMD is positioned for strong returns.
An in-depth exploration of key economic indicators including the U.S. labour market, payroll and cyclical job growth, and we examine the impact of AI on credit markets.
Capability Presentations
At full gallop: Chinese equity in the Year of the Horse
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The horse is on the move, driving Chinese equities through policy support, earnings, innovation and capital flows. Watch this video with Caroline Yu Maurer, Head of China and Core Asia Equities. Learn more |
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