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The coronavirus pandemic has accelerated the already rapid transitions taking place in the global economy and society, creating strong growth opportunities. David Eiswert of T. Rowe Price will provide his insights on how to harness this growth, by identifying these changes/ trends and the companies best placed to benefit, while also managing the risks, including assessing the valuations of these stocks.
Whilst ongoing developments in the US/China trade war have contributed towards marked short-term movements in investment markets and sentiment over the past year, there are longer-term structural investment implications to consider regardless of how the current trade negotiations play out.
• The implications of MSCI’s inclusion of China A shares in its flagship indices this year;• Access to China’s onshore equity markets; and• Fund managers approaches to investing in China.