What’s next for China in global institutional portfolios?
In this Global Alts Asia panel, leading investors and managers break down how to balance opportunity with risk as China’s markets evolve.

Featuring:

  • Vincent Au – MD & CIO, ALPS Capital Management
  • Michelle Leung – CEO, Xingtai Capital Management
  • Professor Joe Qiao – CIO, Globaltec Capital
  • Erica Tay (Moderator) – Director, Macro Research, Maybank Investment Banking Group

Discussion topics include:

  • How investors view China’s shifting macro landscape
  • Valuations, liquidity, and areas of real opportunity
  • Key risks: policy, corporate governance, sentiment
  • What global portfolios are getting right — and wrong — about China
  • Where managers see alpha over the next cycle