Vania Pang
Capital Markets and Investment Solutions, Index and Quantitative Investment, ICBC Credit Suisse Asset Management (International) Company Limited
The Investment Opportunity in China’s “New Era”
The 19th Party Congress of China, one of the most important political events in China this year, has cemented President Xi Jinping’s position as one of the most powerful leaders in decades. His name and political ideology are enshrined in the party constitution, known as “Xi Jinping’s Thought on Socialism with Chinese Characteristics for a…
- Categories Equities
- Tags 19th Party Congress of China, China, S&P China 500, sectors, Xi Jinping
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- Equities
Looking Ahead to China’s 19th National Congress
The 19th National Congress of the Communist Party of China (CPC), one of the most important political events this year, will be convened on Oct 18. The reshuffling of the Politburo Standing Committee (PSC) members is crucial to the centralization of power for the new government, as well as the economic and social policies in…
Embracing the globalization of Chinese equities
For being the second largest capital market and the second largest economy in the world, China is underrepresented in most of the international benchmarks, which is unparalleled with its significance to the world economy. With increased access to the Chinese domestic equities market, one of the largest index compilers received broad support from international investors…
- Categories Equities
- Tags asset globalization, China, S&P China 500, sectors
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Reading between the lines of China’s “Twin sessions”
China’s National People’s Congress, the annual plenary session of China’s legislature, is done and dusted. No major policy upheaval ahead the 19th Party Congress in November. Nonetheless, the shift in tone in the government work report have shed some light on China’s policy direction. 1. Tone shifted from “maintaining growth” to “containing risk” The theme…
- Categories Equities
- Tags China, S&P China 500 Index, sectors
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- Equities